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Disclosery

Capital Asset Advisory Services LLC: DDWM position timeline

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

Capital Asset Advisory Services LLC held 1,255,404 DDWM 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 1,255,404 shares
    Change vs previous 13F +68,504 shares

    2.1% of the 13F portfolio, value $57,974,576.

    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 1,186,900 shares
    Change vs previous 13F +24,848 shares

    2.11% of the 13F portfolio, value $55,024,705.

    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 1,162,052 shares
    Change vs previous 13F +50,044 shares

    2.07% of the 13F portfolio, value $51,478,905.

    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 1,112,008 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $46,481,918.

    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).