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Capital Asset Advisory Services LLC: PBUS position timeline

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

Capital Asset Advisory Services LLC held 1,031,900 PBUS 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 1,031,900 shares
    Change vs previous 13F +58,906 shares

    2.8% of the 13F portfolio, value $77,227,406.

    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 972,994 shares
    Change vs previous 13F +73,121 shares

    2.65% of the 13F portfolio, value $69,092,316.

    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 899,873 shares
    Change vs previous 13F +265,965 shares

    2.51% of the 13F portfolio, value $62,568,185.

    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 633,908 shares
    Change vs previous 13F +92,991 shares

    1.84% of the 13F portfolio, value $42,503,545.

    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 540,917 shares
    Change vs previous 13F +95,320 shares

    1.57% of the 13F portfolio, value $33,596,348.

    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 445,597 shares
    Change vs previous 13F +16,892 shares

    1.29% of the 13F portfolio, value $25,243,066.

    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 428,705 shares
    Change vs previous 13F +18,433 shares

    1.26% of the 13F portfolio, value $25,503,673.

    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 410,272 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $23,537,310.

    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).