Skip to content
Disclosery

Capital Asset Advisory Services LLC: PPA position timeline

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

Capital Asset Advisory Services LLC held 340,582 PPA 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 340,582 shares
    Change vs previous 13F +15,240 shares

    2.18% of the 13F portfolio, value $60,163,896.

    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 325,342 shares
    Change vs previous 13F -13,424 shares

    2.2% of the 13F portfolio, value $57,354,621.

    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 338,766 shares
    Change vs previous 13F +6,043 shares

    2.29% of the 13F portfolio, value $56,990,599.

    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 332,723 shares
    Change vs previous 13F -28,260 shares

    2.23% of the 13F portfolio, value $51,721,774.

    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 360,983 shares
    Change vs previous 13F +13,405 shares

    2.36% of the 13F portfolio, value $50,472,637.

    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 347,578 shares
    Change vs previous 13F -125 shares

    2.1% of the 13F portfolio, value $41,299,197.

    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 347,703 shares
    Change vs previous 13F +7,007 shares

    1.98% of the 13F portfolio, value $40,225,745.

    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 340,696 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $39,684,219.

    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).