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Disclosery

Capital Asset Advisory Services LLC: SPDW position timeline

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

Capital Asset Advisory Services LLC held 2,159,245 SPDW 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 2,159,245 shares
    Change vs previous 13F +145,583 shares

    3.94% of the 13F portfolio, value $108,804,362.

    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 2,013,662 shares
    Change vs previous 13F +31,056 shares

    3.81% of the 13F portfolio, value $99,313,816.

    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 1,982,606 shares
    Change vs previous 13F +32,025 shares

    3.63% of the 13F portfolio, value $90,406,818.

    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 1,950,581 shares
    Change vs previous 13F +136,894 shares

    3.6% of the 13F portfolio, value $83,465,361.

    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 1,813,687 shares
    Change vs previous 13F +155,278 shares

    3.43% of the 13F portfolio, value $73,345,487.

    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 1,658,409 shares
    Change vs previous 13F +179,089 shares

    3.1% of the 13F portfolio, value $60,764,107.

    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 1,479,320 shares
    Change vs previous 13F +82,775 shares

    2.5% of the 13F portfolio, value $50,696,286.

    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 1,396,545 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $51,546,484.

    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).