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Capital Asset Advisory Services LLC: IDEV position timeline

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

Capital Asset Advisory Services LLC held 1,286,823 IDEV 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 1,286,823 shares
    Change vs previous 13F -11,196 shares

    4.15% of the 13F portfolio, value $114,540,110.

    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 1,298,019 shares
    Change vs previous 13F -58,483 shares

    4.46% of the 13F portfolio, value $116,315,471.

    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 1,356,502 shares
    Change vs previous 13F +75,051 shares

    4.6% of the 13F portfolio, value $114,448,101.

    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 1,281,451 shares
    Change vs previous 13F +13,146 shares

    4.44% of the 13F portfolio, value $102,733,941.

    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 1,268,305 shares
    Change vs previous 13F +11,306 shares

    4.5% of the 13F portfolio, value $96,264,317.

    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 1,256,999 shares
    Change vs previous 13F -29,014 shares

    4.44% of the 13F portfolio, value $87,084,890.

    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 1,286,013 shares
    Change vs previous 13F +17,875 shares

    4.09% of the 13F portfolio, value $83,115,012.

    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 1,268,138 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $88,084,863.

    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).