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Capital Asset Advisory Services LLC: SPEM position timeline

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

Capital Asset Advisory Services LLC held 711,629 SPEM 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 711,629 shares
    Change vs previous 13F +45,166 shares

    1.33% of the 13F portfolio, value $36,848,170.

    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 666,463 shares
    Change vs previous 13F +46,113 shares

    1.31% of the 13F portfolio, value $34,056,280.

    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 620,350 shares
    Change vs previous 13F -1,619 shares

    1.2% of the 13F portfolio, value $29,969,102.

    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 621,969 shares
    Change vs previous 13F +24,748 shares

    1.26% of the 13F portfolio, value $29,114,353.

    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 597,221 shares
    Change vs previous 13F +57,734 shares

    1.2% of the 13F portfolio, value $25,590,900.

    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 539,487 shares
    Change vs previous 13F +63,365 shares

    1.09% of the 13F portfolio, value $21,369,092.

    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 476,122 shares
    Change vs previous 13F +22,415 shares

    0.9% of the 13F portfolio, value $18,316,420.

    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 453,707 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $18,846,995.

    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).