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Capital Asset Advisory Services LLC: SMMU position timeline

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

Capital Asset Advisory Services LLC held 157,016 SMMU 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 157,016 shares
    Change vs previous 13F -11,784 shares

    0.29% of the 13F portfolio, value $7,929,313.

    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 168,800 shares
    Change vs previous 13F +23,429 shares

    0.33% of the 13F portfolio, value $8,533,671.

    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 145,371 shares
    Change vs previous 13F +27,783 shares

    0.3% of the 13F portfolio, value $7,348,487.

    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 117,588 shares
    Change vs previous 13F +21,129 shares

    0.26% of the 13F portfolio, value $5,946,423.

    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 96,459 shares
    Change vs previous 13F +21,918 shares

    0.23% of the 13F portfolio, value $4,831,651.

    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 74,541 shares
    Change vs previous 13F +11,778 shares

    0.19% of the 13F portfolio, value $3,730,030.

    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 62,763 shares
    Change vs previous 13F +37,822 shares

    0.15% of the 13F portfolio, value $3,129,378.

    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 24,941 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,252,685.

    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).