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Capital Asset Advisory Services LLC: JPST position timeline

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

Capital Asset Advisory Services LLC held 1,185,486 JPST 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 1,185,486 shares
    Change vs previous 13F +41,370 shares

    2.17% of the 13F portfolio, value $59,950,030.

    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 1,144,116 shares
    Change vs previous 13F +184,588 shares

    2.22% of the 13F portfolio, value $57,857,969.

    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 959,528 shares
    Change vs previous 13F +379,895 shares

    1.95% of the 13F portfolio, value $48,571,309.

    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 579,633 shares
    Change vs previous 13F +20,736 shares

    1.27% of the 13F portfolio, value $29,404,801.

    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 558,897 shares
    Change vs previous 13F +26,313 shares

    1.32% of the 13F portfolio, value $28,207,519.

    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 532,584 shares
    Change vs previous 13F +32,098 shares

    1.37% of the 13F portfolio, value $26,868,864.

    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 500,486 shares
    Change vs previous 13F +6,934 shares

    1.24% of the 13F portfolio, value $25,224,516.

    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 493,552 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $24,929,295.

    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).