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Capital Asset Advisory Services LLC: ITB position timeline

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

Capital Asset Advisory Services LLC held 30,552 ITB 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 30,552 shares
    Change vs previous 13F -3,237 shares

    0.12% of the 13F portfolio, value $3,192,097.

    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 33,789 shares
    Change vs previous 13F -13,219 shares

    0.13% of the 13F portfolio, value $3,379,272.

    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 47,008 shares
    Change vs previous 13F -4,642 shares

    0.19% of the 13F portfolio, value $4,652,880.

    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 51,650 shares
    Change vs previous 13F -369,436 shares

    0.24% of the 13F portfolio, value $5,539,437.

    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 421,086 shares
    Change vs previous 13F +43,557 shares

    1.91% of the 13F portfolio, value $40,900,122.

    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 377,529 shares
    Change vs previous 13F +10,142 shares

    1.86% of the 13F portfolio, value $36,473,092.

    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 367,387 shares
    Change vs previous 13F +9,934 shares

    1.87% of the 13F portfolio, value $37,954,735.

    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 357,453 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $44,488,653.

    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).