Skip to content
Disclosery

Capital Asset Advisory Services LLC: VZ position timeline

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

Capital Asset Advisory Services LLC held 85,363 VZ 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 85,363 shares
    Change vs previous 13F +10,720 shares

    0.13% of the 13F portfolio, value $3,614,260.

    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 74,643 shares
    Change vs previous 13F -122 shares

    0.13% of the 13F portfolio, value $3,466,412.

    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 74,765 shares
    Change vs previous 13F +978 shares

    0.12% of the 13F portfolio, value $3,013,019.

    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 73,787 shares
    Change vs previous 13F +36,867 shares

    0.14% of the 13F portfolio, value $3,242,938.

    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 36,920 shares
    Change vs previous 13F -1,535 shares

    0.08% of the 13F portfolio, value $1,612,667.

    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 38,455 shares
    Change vs previous 13F -4,778 shares

    0.09% of the 13F portfolio, value $1,720,462.

    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 43,233 shares
    Change vs previous 13F +467 shares

    0.09% of the 13F portfolio, value $1,740,542.

    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 42,766 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,882,118.

    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).