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Capital Asset Advisory Services LLC: MUB position timeline

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

Capital Asset Advisory Services LLC held 187,972 MUB 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 187,972 shares
    Change vs previous 13F +3,161 shares

    0.73% of the 13F portfolio, value $20,229,517.

    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 184,811 shares
    Change vs previous 13F +3,466 shares

    0.76% of the 13F portfolio, value $19,852,401.

    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 181,345 shares
    Change vs previous 13F +4,372 shares

    0.78% of the 13F portfolio, value $19,480,034.

    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 176,973 shares
    Change vs previous 13F -3,299 shares

    0.81% of the 13F portfolio, value $18,845,845.

    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 180,272 shares
    Change vs previous 13F +9,557 shares

    0.88% of the 13F portfolio, value $18,800,618.

    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 170,715 shares
    Change vs previous 13F -8,023 shares

    0.92% of the 13F portfolio, value $17,972,880.

    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 178,738 shares
    Change vs previous 13F +5,218 shares

    0.94% of the 13F portfolio, value $19,049,946.

    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 173,520 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $18,727,998.

    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).