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Capital Asset Advisory Services LLC: DOW position timeline

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

Capital Asset Advisory Services LLC held 76,760 DOW 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 76,760 shares
    Change vs previous 13F +2,532 shares

    0.08% of the 13F portfolio, value $2,100,171.

    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 74,228 shares
    Change vs previous 13F -17,365 shares

    0.1% of the 13F portfolio, value $2,729,374.

    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 91,593 shares
    Change vs previous 13F +16,533 shares

    0.09% of the 13F portfolio, value $2,337,453.

    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 75,060 shares
    Change vs previous 13F +11,517 shares

    0.07% of the 13F portfolio, value $1,721,134.

    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 63,543 shares
    Change vs previous 13F -1,950 shares

    0.08% of the 13F portfolio, value $1,768,414.

    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 65,493 shares
    Change vs previous 13F -7,154 shares

    0.12% of the 13F portfolio, value $2,285,059.

    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 72,647 shares
    Change vs previous 13F +5,307 shares

    0.14% of the 13F portfolio, value $2,862,302.

    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 67,340 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,583,172.

    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).