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Capital Asset Advisory Services LLC: VCR position timeline

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

Capital Asset Advisory Services LLC held 8,279 VCR 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 8,279 shares
    Change vs previous 13F -132 shares

    0.12% of the 13F portfolio, value $3,283,465.

    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 8,411 shares
    Change vs previous 13F +147 shares

    0.13% of the 13F portfolio, value $3,343,731.

    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 8,264 shares
    Change vs previous 13F -497 shares

    0.13% of the 13F portfolio, value $3,325,096.

    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 8,761 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $3,470,607.

    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 8,750 shares
    Change vs previous 13F -3,604 shares

    0.15% of the 13F portfolio, value $3,185,455.

    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 12,354 shares
    Change vs previous 13F -1,531 shares

    0.21% of the 13F portfolio, value $4,148,343.

    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 13,885 shares
    Change vs previous 13F -531 shares

    0.26% of the 13F portfolio, value $5,273,259.

    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 14,416 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,812,332.

    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).