Capital Asset Advisory Services LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on DSI, newest first. How the timeline and the estimate are built.
Capital Asset Advisory Services LLC held 3,280 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,280 sharesChange vs previous 13F -89 shares
0.02% of the 13F portfolio, value $467,074.
13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,369 sharesChange vs previous 13F -232 shares
0.02% of the 13F portfolio, value $448,355.
13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,601 sharesChange vs previous 13F +263 shares
0.02% of the 13F portfolio, value $469,884.
13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,338 sharesChange vs previous 13F +266 shares
0.02% of the 13F portfolio, value $420,409.
13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,072 sharesChange vs previous 13F +951 shares
0.02% of the 13F portfolio, value $356,215.
13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,121 sharesChange vs previous 13F +2,121 shares
0.01% of the 13F portfolio, value $219,704.
13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -2,076 shares
13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,076 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $225,491.
13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).