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Capital Asset Advisory Services LLC: HEFA position timeline

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

Capital Asset Advisory Services LLC held 102,507 HEFA 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 102,507 shares
    Change vs previous 13F -890 shares

    0.17% of the 13F portfolio, value $4,810,136.

    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 103,397 shares
    Change vs previous 13F -1,624 shares

    0.18% of the 13F portfolio, value $4,631,130.

    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 105,021 shares
    Change vs previous 13F +3,274 shares

    0.18% of the 13F portfolio, value $4,453,425.

    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 101,747 shares
    Change vs previous 13F +4,120 shares

    0.17% of the 13F portfolio, value $4,030,193.

    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 97,627 shares
    Change vs previous 13F +29,242 shares

    0.17% of the 13F portfolio, value $3,693,245.

    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 68,385 shares
    Change vs previous 13F +2,853 shares

    0.13% of the 13F portfolio, value $2,485,129.

    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 65,532 shares
    Change vs previous 13F +6,412 shares

    0.11% of the 13F portfolio, value $2,284,440.

    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 59,120 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,091,078.

    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).