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Disclosery

Capital Asset Advisory Services LLC: USMV position timeline

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

Capital Asset Advisory Services LLC held 15,686 USMV 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 15,686 shares
    Change vs previous 13F -1,313 shares

    0.05% of the 13F portfolio, value $1,513,111.

    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 16,999 shares
    Change vs previous 13F -2,166 shares

    0.06% of the 13F portfolio, value $1,610,507.

    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 19,165 shares
    Change vs previous 13F -553 shares

    0.07% of the 13F portfolio, value $1,812,062.

    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 19,718 shares
    Change vs previous 13F -29,027 shares

    0.08% of the 13F portfolio, value $1,875,944.

    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 48,745 shares
    Change vs previous 13F -3,760 shares

    0.21% of the 13F portfolio, value $4,595,233.

    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 52,505 shares
    Change vs previous 13F -12,925 shares

    0.25% of the 13F portfolio, value $4,923,928.

    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 65,430 shares
    Change vs previous 13F -15,668 shares

    0.29% of the 13F portfolio, value $5,829,797.

    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 81,098 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,366,901.

    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).