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Capital Asset Advisory Services LLC: CTAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on CTAS, newest first. How the timeline and the estimate are built.

Capital Asset Advisory Services LLC held 26,970 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,970 shares
    Change vs previous 13F +4,823 shares

    0.17% of the 13F portfolio, value $4,587,177.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,147 shares
    Change vs previous 13F +3,315 shares

    0.15% of the 13F portfolio, value $3,957,476.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,832 shares
    Change vs previous 13F +2,822 shares

    0.14% of the 13F portfolio, value $3,528,757.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,010 shares
    Change vs previous 13F +790 shares

    0.14% of the 13F portfolio, value $3,286,265.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,220 shares
    Change vs previous 13F +710 shares

    0.16% of the 13F portfolio, value $3,413,890.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,510 shares
    Change vs previous 13F +3,284 shares

    0.15% of the 13F portfolio, value $3,027,784.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,226 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $2,086,436.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,023 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,281,892.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).