Skip to content
Disclosery

Capital Asset Advisory Services LLC: VB position timeline

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

Capital Asset Advisory Services LLC held 143,354 VB 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 143,354 shares
    Change vs previous 13F +7,261 shares

    1.57% of the 13F portfolio, value $43,453,499.

    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 136,093 shares
    Change vs previous 13F +7,688 shares

    1.49% of the 13F portfolio, value $38,944,407.

    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 128,405 shares
    Change vs previous 13F +4,149 shares

    1.39% of the 13F portfolio, value $34,593,597.

    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 124,256 shares
    Change vs previous 13F +8,377 shares

    1.36% of the 13F portfolio, value $31,595,827.

    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 115,879 shares
    Change vs previous 13F +18,244 shares

    1.3% of the 13F portfolio, value $27,746,100.

    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 97,635 shares
    Change vs previous 13F +8,574 shares

    1.12% of the 13F portfolio, value $22,068,515.

    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 89,061 shares
    Change vs previous 13F +4,792 shares

    1.07% of the 13F portfolio, value $21,685,579.

    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 84,269 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $19,814,068.

    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).