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Capital Asset Advisory Services LLC: PEP position timeline

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

Capital Asset Advisory Services LLC held 31,048 PEP 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 31,048 shares
    Change vs previous 13F +3,481 shares

    0.15% of the 13F portfolio, value $4,203,820.

    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 27,567 shares
    Change vs previous 13F +1,173 shares

    0.17% of the 13F portfolio, value $4,327,691.

    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 26,394 shares
    Change vs previous 13F +321 shares

    0.15% of the 13F portfolio, value $3,667,770.

    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 26,073 shares
    Change vs previous 13F +1,019 shares

    0.16% of the 13F portfolio, value $3,661,708.

    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 25,054 shares
    Change vs previous 13F +728 shares

    0.16% of the 13F portfolio, value $3,388,848.

    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 24,326 shares
    Change vs previous 13F -1,935 shares

    0.18% of the 13F portfolio, value $3,627,550.

    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 26,261 shares
    Change vs previous 13F +232 shares

    0.19% of the 13F portfolio, value $3,929,988.

    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 26,029 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,435,880.

    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).