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Disclosery

Capital Asset Advisory Services LLC: VO position timeline

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

Capital Asset Advisory Services LLC held 1,014,936 VO 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 1,014,936 shares
    Change vs previous 13F -6,219 shares

    2.96% of the 13F portfolio, value $81,773,378.

    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 1,021,155 shares
    Change vs previous 13F +763,453 shares

    3.02% of the 13F portfolio, value $78,679,958.

    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 257,702 shares
    Change vs previous 13F +18,535 shares

    3.1% of the 13F portfolio, value $77,153,256.

    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 239,167 shares
    Change vs previous 13F +1,959 shares

    3.03% of the 13F portfolio, value $70,252,974.

    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 237,208 shares
    Change vs previous 13F +6,092 shares

    3.12% of the 13F portfolio, value $66,757,426.

    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 231,116 shares
    Change vs previous 13F -5,151 shares

    3.08% of the 13F portfolio, value $60,529,282.

    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 236,267 shares
    Change vs previous 13F -164 shares

    3.11% of the 13F portfolio, value $63,099,908.

    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 236,431 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $62,082,178.

    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).