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Disclosery

Capital Asset Advisory Services LLC: SPY position timeline

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

Capital Asset Advisory Services LLC held 10,872 SPY 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 10,872 shares
    Change vs previous 13F +267 shares

    0.29% of the 13F portfolio, value $8,118,930.

    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 10,605 shares
    Change vs previous 13F +1,606 shares

    0.29% of the 13F portfolio, value $7,515,697.

    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 8,999 shares
    Change vs previous 13F -237 shares

    0.25% of the 13F portfolio, value $6,225,912.

    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 9,236 shares
    Change vs previous 13F +912 shares

    0.27% of the 13F portfolio, value $6,153,026.

    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 8,324 shares
    Change vs previous 13F +3,238 shares

    0.24% of the 13F portfolio, value $5,141,060.

    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 5,086 shares
    Change vs previous 13F -446 shares

    0.15% of the 13F portfolio, value $2,871,312.

    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 5,532 shares
    Change vs previous 13F -171 shares

    0.16% of the 13F portfolio, value $3,274,794.

    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 5,703 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,269,024.

    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).