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Capital Asset Advisory Services LLC: SLV position timeline

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

Capital Asset Advisory Services LLC held 9,049 SLV 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 9,049 shares
    Change vs previous 13F +755 shares

    0.02% of the 13F portfolio, value $483,850.

    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 8,294 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $598,412.

    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 8,680 shares
    Change vs previous 13F +347 shares

    0.03% of the 13F portfolio, value $639,803.

    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 8,333 shares
    Change vs previous 13F -1,100 shares

    0.02% of the 13F portfolio, value $353,069.

    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 9,433 shares
    Change vs previous 13F -1,377 shares

    0.01% of the 13F portfolio, value $308,742.

    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 10,810 shares
    Change vs previous 13F -48,113 shares

    0.02% of the 13F portfolio, value $332,516.

    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 58,923 shares
    Change vs previous 13F +862 shares

    0.08% of the 13F portfolio, value $1,589,743.

    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 58,061 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,626,289.

    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).