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Capital Asset Advisory Services LLC: T position timeline

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

Capital Asset Advisory Services LLC held 35,402 T 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 35,402 shares
    Change vs previous 13F +9,967 shares

    0.03% of the 13F portfolio, value $732,819.

    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 25,435 shares
    Change vs previous 13F -3,631 shares

    0.03% of the 13F portfolio, value $665,889.

    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 29,066 shares
    Change vs previous 13F -3,356 shares

    0.03% of the 13F portfolio, value $707,460.

    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 32,422 shares
    Change vs previous 13F -3,765 shares

    0.04% of the 13F portfolio, value $915,607.

    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 36,187 shares
    Change vs previous 13F -15,223 shares

    0.05% of the 13F portfolio, value $1,045,086.

    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 51,410 shares
    Change vs previous 13F -78,612 shares

    0.07% of the 13F portfolio, value $1,446,682.

    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 130,022 shares
    Change vs previous 13F +2,768 shares

    0.15% of the 13F portfolio, value $2,947,599.

    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 127,254 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,781,762.

    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).