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Capital Asset Advisory Services LLC: VTEB position timeline

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

Capital Asset Advisory Services LLC held 107,003 VTEB 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 107,003 shares
    Change vs previous 13F +16,652 shares

    0.2% of the 13F portfolio, value $5,412,202.

    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 90,351 shares
    Change vs previous 13F +15,550 shares

    0.17% of the 13F portfolio, value $4,560,033.

    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 74,801 shares
    Change vs previous 13F +7,996 shares

    0.15% of the 13F portfolio, value $3,774,446.

    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 66,805 shares
    Change vs previous 13F +3,991 shares

    0.14% of the 13F portfolio, value $3,344,926.

    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 62,814 shares
    Change vs previous 13F -6,194 shares

    0.14% of the 13F portfolio, value $3,073,489.

    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 69,008 shares
    Change vs previous 13F +2,867 shares

    0.17% of the 13F portfolio, value $3,418,656.

    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 66,141 shares
    Change vs previous 13F +416 shares

    0.16% of the 13F portfolio, value $3,319,623.

    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 65,725 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,339,506.

    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).