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Capital Asset Advisory Services LLC: QUAL position timeline

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

Capital Asset Advisory Services LLC held 1,223 QUAL 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 1,223 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $268,404.

    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 1,223 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $252,652.

    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 1,296 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $262,921.

    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 2,189 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $425,845.

    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 2,263 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $415,130.

    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 2,636 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $454,062.

    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 2,449 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $439,045.

    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 2,421 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $434,338.

    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).