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Disclosery

Capital Asset Advisory Services LLC: TMO position timeline

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

Capital Asset Advisory Services LLC held 8,698 TMO 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 8,698 shares
    Change vs previous 13F +1,080 shares

    0.16% of the 13F portfolio, value $4,360,456.

    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 7,618 shares
    Change vs previous 13F +329 shares

    0.15% of the 13F portfolio, value $4,007,309.

    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 7,289 shares
    Change vs previous 13F -1,295 shares

    0.18% of the 13F portfolio, value $4,524,227.

    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 8,584 shares
    Change vs previous 13F +2,070 shares

    0.18% of the 13F portfolio, value $4,163,557.

    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 6,514 shares
    Change vs previous 13F -98 shares

    0.13% of the 13F portfolio, value $2,745,513.

    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 6,612 shares
    Change vs previous 13F +537 shares

    0.16% of the 13F portfolio, value $3,233,706.

    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 6,075 shares
    Change vs previous 13F +127 shares

    0.16% of the 13F portfolio, value $3,232,146.

    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 5,948 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,541,986.

    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).