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Disclosery

Capital Asset Advisory Services LLC: HTAB position timeline

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

Capital Asset Advisory Services LLC held 247,337 HTAB 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 247,337 shares
    Change vs previous 13F +7,072 shares

    0.17% of the 13F portfolio, value $4,744,437.

    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 240,265 shares
    Change vs previous 13F +45,891 shares

    0.18% of the 13F portfolio, value $4,615,968.

    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 194,374 shares
    Change vs previous 13F +21,502 shares

    0.15% of the 13F portfolio, value $3,737,804.

    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 172,872 shares
    Change vs previous 13F +15,553 shares

    0.14% of the 13F portfolio, value $3,307,041.

    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 157,319 shares
    Change vs previous 13F -7,532 shares

    0.14% of the 13F portfolio, value $2,945,012.

    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 164,851 shares
    Change vs previous 13F +15,810 shares

    0.16% of the 13F portfolio, value $3,154,424.

    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 149,041 shares
    Change vs previous 13F +7,844 shares

    0.14% of the 13F portfolio, value $2,886,923.

    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 141,197 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,781,590.

    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).