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Disclosery

Capital Asset Advisory Services LLC: TOTL position timeline

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

Capital Asset Advisory Services LLC held 45,245 TOTL 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 45,245 shares
    Change vs previous 13F -825 shares

    0.06% of the 13F portfolio, value $1,785,801.

    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 46,070 shares
    Change vs previous 13F -8,987 shares

    0.07% of the 13F portfolio, value $1,842,781.

    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 55,057 shares
    Change vs previous 13F -6,099 shares

    0.09% of the 13F portfolio, value $2,220,441.

    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 61,156 shares
    Change vs previous 13F -5,311 shares

    0.11% of the 13F portfolio, value $2,481,118.

    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 66,467 shares
    Change vs previous 13F -2,583 shares

    0.12% of the 13F portfolio, value $2,652,713.

    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 69,050 shares
    Change vs previous 13F -1,217 shares

    0.14% of the 13F portfolio, value $2,774,415.

    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 70,267 shares
    Change vs previous 13F -12,289 shares

    0.14% of the 13F portfolio, value $2,767,104.

    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 82,556 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,364,986.

    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).