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Capital Asset Advisory Services LLC: FLOT position timeline

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

Capital Asset Advisory Services LLC held 58,368 FLOT 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 58,368 shares
    Change vs previous 13F +3,072 shares

    0.11% of the 13F portfolio, value $2,979,686.

    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 55,296 shares
    Change vs previous 13F +1,439 shares

    0.11% of the 13F portfolio, value $2,813,460.

    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 53,857 shares
    Change vs previous 13F +1,165 shares

    0.11% of the 13F portfolio, value $2,740,244.

    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 52,692 shares
    Change vs previous 13F -1,886 shares

    0.12% of the 13F portfolio, value $2,691,782.

    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 54,578 shares
    Change vs previous 13F -1,692 shares

    0.13% of the 13F portfolio, value $2,773,676.

    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 56,270 shares
    Change vs previous 13F +2,578 shares

    0.15% of the 13F portfolio, value $2,864,131.

    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 53,692 shares
    Change vs previous 13F +944 shares

    0.13% of the 13F portfolio, value $2,733,476.

    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 52,748 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,684,856.

    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).