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Capital Asset Advisory Services LLC: EMR position timeline

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

Capital Asset Advisory Services LLC held 28,619 EMR 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 28,619 shares
    Change vs previous 13F +1,662 shares

    0.15% of the 13F portfolio, value $4,096,713.

    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 26,957 shares
    Change vs previous 13F -5,070 shares

    0.15% of the 13F portfolio, value $3,956,529.

    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 32,027 shares
    Change vs previous 13F +1,502 shares

    0.19% of the 13F portfolio, value $4,663,783.

    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 30,525 shares
    Change vs previous 13F -5,780 shares

    0.17% of the 13F portfolio, value $4,004,261.

    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 36,305 shares
    Change vs previous 13F +456 shares

    0.23% of the 13F portfolio, value $4,919,704.

    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 35,849 shares
    Change vs previous 13F -8,151 shares

    0.2% of the 13F portfolio, value $3,998,577.

    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 44,000 shares
    Change vs previous 13F +652 shares

    0.27% of the 13F portfolio, value $5,431,402.

    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 43,348 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,743,092.

    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).