Skip to content
Disclosery

Capital Asset Advisory Services LLC: VEA position timeline

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

Capital Asset Advisory Services LLC held 383,119 VEA 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 383,119 shares
    Change vs previous 13F +17,185 shares

    0.99% of the 13F portfolio, value $27,297,198.

    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 365,934 shares
    Change vs previous 13F +28,100 shares

    0.97% of the 13F portfolio, value $25,370,173.

    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 337,834 shares
    Change vs previous 13F +158,635 shares

    0.87% of the 13F portfolio, value $21,668,685.

    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 179,199 shares
    Change vs previous 13F +40,285 shares

    0.46% of the 13F portfolio, value $10,737,584.

    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 138,914 shares
    Change vs previous 13F +30,403 shares

    0.37% of the 13F portfolio, value $7,913,912.

    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 108,511 shares
    Change vs previous 13F +5,809 shares

    0.28% of the 13F portfolio, value $5,550,328.

    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 102,702 shares
    Change vs previous 13F +9,791 shares

    0.24% of the 13F portfolio, value $4,929,683.

    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 92,911 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,812,807.

    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).