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Capital Asset Advisory Services LLC: WMT position timeline

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

Capital Asset Advisory Services LLC held 72,973 WMT 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 72,973 shares
    Change vs previous 13F +3,525 shares

    0.3% of the 13F portfolio, value $8,264,945.

    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 69,448 shares
    Change vs previous 13F -1,137 shares

    0.34% of the 13F portfolio, value $8,883,821.

    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 70,585 shares
    Change vs previous 13F +604 shares

    0.32% of the 13F portfolio, value $8,070,729.

    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 69,981 shares
    Change vs previous 13F +2,407 shares

    0.31% of the 13F portfolio, value $7,212,240.

    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 67,574 shares
    Change vs previous 13F -564 shares

    0.31% of the 13F portfolio, value $6,638,483.

    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 68,138 shares
    Change vs previous 13F -10,996 shares

    0.31% of the 13F portfolio, value $6,116,043.

    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 79,134 shares
    Change vs previous 13F -958 shares

    0.35% of the 13F portfolio, value $7,183,769.

    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 80,092 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,384,147.

    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).