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Capital Asset Advisory Services LLC: VV position timeline

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

Capital Asset Advisory Services LLC held 1,017,512 VV 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 1,017,512 shares
    Change vs previous 13F -20,134 shares

    12.67% of the 13F portfolio, value $349,932,428.

    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 1,037,646 shares
    Change vs previous 13F -63,684 shares

    12.97% of the 13F portfolio, value $338,002,651.

    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 1,101,330 shares
    Change vs previous 13F +52,084 shares

    14.13% of the 13F portfolio, value $351,599,511.

    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 1,049,246 shares
    Change vs previous 13F +315 shares

    13.95% of the 13F portfolio, value $323,020,883.

    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 1,048,931 shares
    Change vs previous 13F +4,584 shares

    13.99% of the 13F portfolio, value $298,997,852.

    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 1,044,347 shares
    Change vs previous 13F -40,121 shares

    13.82% of the 13F portfolio, value $271,164,685.

    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 1,084,468 shares
    Change vs previous 13F -9,410 shares

    14.56% of the 13F portfolio, value $295,734,496.

    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 1,093,878 shares
    Change vs previous 13F not available

    14.4% of the 13F portfolio, value $287,799,201.

    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).