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Disclosery

Capital Asset Advisory Services LLC: META position timeline

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

Capital Asset Advisory Services LLC held 14,981 META 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 14,981 shares
    Change vs previous 13F +1,138 shares

    0.31% of the 13F portfolio, value $8,438,601.

    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 13,843 shares
    Change vs previous 13F -2,215 shares

    0.36% of the 13F portfolio, value $9,287,161.

    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 16,058 shares
    Change vs previous 13F +2,028 shares

    0.43% of the 13F portfolio, value $10,608,250.

    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 14,030 shares
    Change vs previous 13F +1,418 shares

    0.45% of the 13F portfolio, value $10,303,345.

    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 12,612 shares
    Change vs previous 13F -561 shares

    0.42% of the 13F portfolio, value $9,071,062.

    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 13,173 shares
    Change vs previous 13F -102 shares

    0.39% of the 13F portfolio, value $7,691,920.

    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 13,275 shares
    Change vs previous 13F +590 shares

    0.4% of the 13F portfolio, value $8,026,655.

    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 12,685 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,520,736.

    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).