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Disclosery

Capital Asset Advisory Services LLC: IWY position timeline

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

Capital Asset Advisory Services LLC held 28,440 IWY 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 28,440 shares
    Change vs previous 13F -623 shares

    0.3% of the 13F portfolio, value $8,265,273.

    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 29,063 shares
    Change vs previous 13F +745 shares

    0.31% of the 13F portfolio, value $8,056,950.

    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 28,318 shares
    Change vs previous 13F +6,929 shares

    0.32% of the 13F portfolio, value $7,854,259.

    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 21,389 shares
    Change vs previous 13F +114 shares

    0.25% of the 13F portfolio, value $5,853,118.

    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 21,275 shares
    Change vs previous 13F -10,769 shares

    0.24% of the 13F portfolio, value $5,189,710.

    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 32,044 shares
    Change vs previous 13F -1,116 shares

    0.35% of the 13F portfolio, value $6,866,936.

    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 33,160 shares
    Change vs previous 13F -788 shares

    0.39% of the 13F portfolio, value $7,892,663.

    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 33,948 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,486,553.

    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).