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Disclosery

Capital Asset Advisory Services LLC: FBND position timeline

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

Capital Asset Advisory Services LLC held 68,710 FBND 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 68,710 shares
    Change vs previous 13F -239 shares

    0.11% of the 13F portfolio, value $3,125,611.

    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 68,949 shares
    Change vs previous 13F +4,918 shares

    0.12% of the 13F portfolio, value $3,174,434.

    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 64,031 shares
    Change vs previous 13F +2,830 shares

    0.12% of the 13F portfolio, value $2,953,090.

    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 61,201 shares
    Change vs previous 13F +1,497 shares

    0.12% of the 13F portfolio, value $2,829,934.

    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 59,704 shares
    Change vs previous 13F +2,917 shares

    0.13% of the 13F portfolio, value $2,730,857.

    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 56,787 shares
    Change vs previous 13F +3,841 shares

    0.13% of the 13F portfolio, value $2,596,313.

    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 52,946 shares
    Change vs previous 13F +4,843 shares

    0.12% of the 13F portfolio, value $2,375,697.

    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 48,103 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,222,347.

    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).