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Disclosery

Capital Asset Advisory Services LLC: IWD position timeline

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

Capital Asset Advisory Services LLC held 8,416 IWD 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 8,416 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $2,040,267.

    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 8,363 shares
    Change vs previous 13F +1,125 shares

    0.07% of the 13F portfolio, value $1,900,804.

    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 7,238 shares
    Change vs previous 13F +128 shares

    0.06% of the 13F portfolio, value $1,567,567.

    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 7,110 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $1,447,552.

    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 7,146 shares
    Change vs previous 13F +181 shares

    0.07% of the 13F portfolio, value $1,400,852.

    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 6,965 shares
    Change vs previous 13F +204 shares

    0.07% of the 13F portfolio, value $1,317,307.

    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 6,761 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $1,261,006.

    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 6,753 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,273,217.

    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).