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Capital Asset Advisory Services LLC: VTC position timeline

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

Capital Asset Advisory Services LLC held 735,952 VTC 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 735,952 shares
    Change vs previous 13F +19,850 shares

    2.05% of the 13F portfolio, value $56,521,086.

    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 716,102 shares
    Change vs previous 13F -89,636 shares

    2.13% of the 13F portfolio, value $55,433,427.

    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 805,738 shares
    Change vs previous 13F +79,178 shares

    2.52% of the 13F portfolio, value $62,710,576.

    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 726,560 shares
    Change vs previous 13F +14,190 shares

    2.46% of the 13F portfolio, value $56,947,810.

    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 712,370 shares
    Change vs previous 13F +5,882 shares

    2.57% of the 13F portfolio, value $54,902,340.

    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 706,488 shares
    Change vs previous 13F -16,321 shares

    2.77% of the 13F portfolio, value $54,321,830.

    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 722,809 shares
    Change vs previous 13F +6,982 shares

    2.69% of the 13F portfolio, value $54,644,346.

    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 715,827 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $55,984,852.

    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).