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Disclosery

Capital Asset Advisory Services LLC: WPM position timeline

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

Capital Asset Advisory Services LLC held 0 WPM shares at 2025-03-31 per its 13F-HR filed 2025-04-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -44,184 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 44,184 shares
    Change vs previous 13F -300 shares

    0.13% of the 13F portfolio, value $2,542,373.

    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).

  3. period ended2024-09-30
    13F 44,484 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,655,242.

    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).