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Disclosery

Capital Asset Advisory Services LLC: IJR position timeline

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

Capital Asset Advisory Services LLC held 394,268 IJR 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 394,268 shares
    Change vs previous 13F -3,496 shares

    2.12% of the 13F portfolio, value $58,473,796.

    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 397,764 shares
    Change vs previous 13F -13,402 shares

    2.08% of the 13F portfolio, value $54,155,609.

    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 411,166 shares
    Change vs previous 13F +29,257 shares

    2.06% of the 13F portfolio, value $51,280,635.

    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 381,909 shares
    Change vs previous 13F +34,928 shares

    1.96% of the 13F portfolio, value $45,382,207.

    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 346,981 shares
    Change vs previous 13F +8,495 shares

    1.8% of the 13F portfolio, value $38,500,989.

    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 338,486 shares
    Change vs previous 13F +4,538 shares

    1.83% of the 13F portfolio, value $35,997,961.

    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 333,948 shares
    Change vs previous 13F +6,369 shares

    1.91% of the 13F portfolio, value $38,814,797.

    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 327,579 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $37,524,217.

    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).