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Disclosery

Capital Asset Advisory Services LLC: MRSH position timeline

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

Capital Asset Advisory Services LLC held 10,559 MRSH 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 10,559 shares
    Change vs previous 13F +1,242 shares

    0.06% of the 13F portfolio, value $1,759,840.

    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 9,317 shares
    Change vs previous 13F +449 shares

    0.06% of the 13F portfolio, value $1,626,667.

    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 8,868 shares
    Change vs previous 13F +1,175 shares

    0.07% of the 13F portfolio, value $1,645,369.

    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 7,693 shares
    Change vs previous 13F +2,357 shares

    0.07% of the 13F portfolio, value $1,550,363.

    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 5,336 shares
    Change vs previous 13F -1,260 shares

    0.05% of the 13F portfolio, value $1,162,410.

    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 6,596 shares
    Change vs previous 13F -3,530 shares

    0.08% of the 13F portfolio, value $1,606,934.

    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 10,126 shares
    Change vs previous 13F +89 shares

    0.11% of the 13F portfolio, value $2,139,410.

    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 10,037 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,247,988.

    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).