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Disclosery

Capital Asset Advisory Services LLC: MA position timeline

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

Capital Asset Advisory Services LLC held 8,407 MA 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 8,407 shares
    Change vs previous 13F +619 shares

    0.16% of the 13F portfolio, value $4,317,888.

    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 7,788 shares
    Change vs previous 13F -175 shares

    0.15% of the 13F portfolio, value $4,023,811.

    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 7,963 shares
    Change vs previous 13F +340 shares

    0.19% of the 13F portfolio, value $4,621,468.

    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 7,623 shares
    Change vs previous 13F +326 shares

    0.19% of the 13F portfolio, value $4,336,276.

    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 7,297 shares
    Change vs previous 13F -233 shares

    0.19% of the 13F portfolio, value $4,119,856.

    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 7,530 shares
    Change vs previous 13F -1,274 shares

    0.21% of the 13F portfolio, value $4,121,552.

    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 8,804 shares
    Change vs previous 13F +29 shares

    0.23% of the 13F portfolio, value $4,590,100.

    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 8,775 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,361,802.

    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).