Capital Asset Advisory Services LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on MO, newest first. How the timeline and the estimate are built.
Capital Asset Advisory Services LLC held 8,460 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,460 sharesChange vs previous 13F +412 shares
0.02% of the 13F portfolio, value $608,695.
13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,048 sharesChange vs previous 13F +1,526 shares
0.02% of the 13F portfolio, value $519,954.
13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,522 sharesChange vs previous 13F -3,120 shares
0.01% of the 13F portfolio, value $359,780.
13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,642 sharesChange vs previous 13F +535 shares
0.03% of the 13F portfolio, value $636,963.
13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,107 sharesChange vs previous 13F -2,438 shares
0.02% of the 13F portfolio, value $529,480.
13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,545 sharesChange vs previous 13F +2,148 shares
0.03% of the 13F portfolio, value $659,428.
13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,397 sharesChange vs previous 13F +419 shares
0.02% of the 13F portfolio, value $499,358.
13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,978 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $444,868.
13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).