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Capital Asset Advisory Services LLC: HD position timeline

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

Capital Asset Advisory Services LLC held 23,451 HD 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 23,451 shares
    Change vs previous 13F +6,985 shares

    0.3% of the 13F portfolio, value $8,270,924.

    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 16,466 shares
    Change vs previous 13F -7,787 shares

    0.22% of the 13F portfolio, value $5,779,241.

    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 24,253 shares
    Change vs previous 13F +649 shares

    0.34% of the 13F portfolio, value $8,471,198.

    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 23,604 shares
    Change vs previous 13F +3,853 shares

    0.41% of the 13F portfolio, value $9,563,979.

    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 19,751 shares
    Change vs previous 13F +683 shares

    0.34% of the 13F portfolio, value $7,370,115.

    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 19,068 shares
    Change vs previous 13F -1,741 shares

    0.36% of the 13F portfolio, value $7,071,999.

    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 20,809 shares
    Change vs previous 13F +118 shares

    0.4% of the 13F portfolio, value $8,098,626.

    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 20,691 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $8,569,624.

    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).