Capital Asset Advisory Services LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on UPS, newest first. How the timeline and the estimate are built.
Capital Asset Advisory Services LLC held 5,439 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,439 sharesChange vs previous 13F +5,439 shares
0.02% of the 13F portfolio, value $584,730.
13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -4,161 shares
13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 4,161 sharesChange vs previous 13F -828 shares
0.02% of the 13F portfolio, value $458,493.
13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,989 sharesChange vs previous 13F +109 shares
0.03% of the 13F portfolio, value $617,552.
13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,880 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $639,063.
13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).