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Capital Asset Advisory Services LLC: VWO position timeline

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

Capital Asset Advisory Services LLC held 697,980 VWO 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 697,980 shares
    Change vs previous 13F -5,575 shares

    1.51% of the 13F portfolio, value $41,662,396.

    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 703,555 shares
    Change vs previous 13F -27,182 shares

    1.59% of the 13F portfolio, value $41,446,430.

    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 730,737 shares
    Change vs previous 13F +40,530 shares

    1.63% of the 13F portfolio, value $40,621,655.

    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 690,207 shares
    Change vs previous 13F +2,174 shares

    1.62% of the 13F portfolio, value $37,395,422.

    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 688,033 shares
    Change vs previous 13F +7,080 shares

    1.6% of the 13F portfolio, value $34,167,704.

    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 680,953 shares
    Change vs previous 13F -11,683 shares

    1.58% of the 13F portfolio, value $30,949,320.

    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 692,636 shares
    Change vs previous 13F +5,503 shares

    1.51% of the 13F portfolio, value $30,572,950.

    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 687,133 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $33,009,880.

    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).