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Capital Asset Advisory Services LLC: MSFT position timeline

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

Capital Asset Advisory Services LLC held 75,950 MSFT 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 75,950 shares
    Change vs previous 13F +5,010 shares

    1.03% of the 13F portfolio, value $28,330,870.

    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 70,940 shares
    Change vs previous 13F +10,306 shares

    1.14% of the 13F portfolio, value $29,657,767.

    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 60,634 shares
    Change vs previous 13F +1,498 shares

    1.17% of the 13F portfolio, value $29,014,179.

    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 59,136 shares
    Change vs previous 13F +420 shares

    1.32% of the 13F portfolio, value $30,629,678.

    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 58,716 shares
    Change vs previous 13F +2,218 shares

    1.35% of the 13F portfolio, value $28,891,003.

    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 56,498 shares
    Change vs previous 13F -414 shares

    1.1% of the 13F portfolio, value $21,590,255.

    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 56,912 shares
    Change vs previous 13F +3,978 shares

    1.19% of the 13F portfolio, value $24,093,629.

    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 52,934 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $21,952,412.

    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).