Skip to content
Disclosery

Capital Asset Advisory Services LLC: WFC position timeline

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

Capital Asset Advisory Services LLC held 28,368 WFC 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 28,368 shares
    Change vs previous 13F +2,436 shares

    0.08% of the 13F portfolio, value $2,344,370.

    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 25,932 shares
    Change vs previous 13F -10,841 shares

    0.08% of the 13F portfolio, value $2,125,678.

    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 36,773 shares
    Change vs previous 13F -3,525 shares

    0.14% of the 13F portfolio, value $3,544,518.

    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 40,298 shares
    Change vs previous 13F +1,885 shares

    0.15% of the 13F portfolio, value $3,377,795.

    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 38,413 shares
    Change vs previous 13F +2,045 shares

    0.15% of the 13F portfolio, value $3,130,246.

    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 36,368 shares
    Change vs previous 13F -8,637 shares

    0.13% of the 13F portfolio, value $2,627,956.

    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 45,005 shares
    Change vs previous 13F -2,844 shares

    0.16% of the 13F portfolio, value $3,209,306.

    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 47,849 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,741,763.

    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).