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Disclosery

Capital Asset Advisory Services LLC: IEF position timeline

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

Capital Asset Advisory Services LLC held 4,304 IEF 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 4,304 shares
    Change vs previous 13F -6,980 shares

    0.01% of the 13F portfolio, value $407,029.

    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 11,284 shares
    Change vs previous 13F -481 shares

    0.04% of the 13F portfolio, value $1,081,459.

    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 11,765 shares
    Change vs previous 13F -1,240 shares

    0.05% of the 13F portfolio, value $1,132,970.

    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 13,005 shares
    Change vs previous 13F -1,075 shares

    0.05% of the 13F portfolio, value $1,254,462.

    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 14,080 shares
    Change vs previous 13F -245 shares

    0.06% of the 13F portfolio, value $1,341,683.

    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 14,325 shares
    Change vs previous 13F -1,770 shares

    0.07% of the 13F portfolio, value $1,365,316.

    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 16,095 shares
    Change vs previous 13F -1,270 shares

    0.07% of the 13F portfolio, value $1,486,373.

    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 17,365 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,670,513.

    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).