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Capital Asset Advisory Services LLC: LDSF position timeline

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

Capital Asset Advisory Services LLC held 255,610 LDSF 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 255,610 shares
    Change vs previous 13F -9,669 shares

    0.17% of the 13F portfolio, value $4,831,032.

    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 265,279 shares
    Change vs previous 13F -9,891 shares

    0.19% of the 13F portfolio, value $5,065,615.

    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 275,170 shares
    Change vs previous 13F -8,538 shares

    0.21% of the 13F portfolio, value $5,266,653.

    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 283,708 shares
    Change vs previous 13F +3,306 shares

    0.23% of the 13F portfolio, value $5,424,496.

    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 280,402 shares
    Change vs previous 13F -6,466 shares

    0.25% of the 13F portfolio, value $5,327,629.

    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 286,868 shares
    Change vs previous 13F -11,520 shares

    0.28% of the 13F portfolio, value $5,410,332.

    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 298,388 shares
    Change vs previous 13F -1,777 shares

    0.28% of the 13F portfolio, value $5,599,365.

    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 300,165 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,705,352.

    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).