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Capital Asset Advisory Services LLC: WTV position timeline

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

Capital Asset Advisory Services LLC held 116,832 WTV 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 116,832 shares
    Change vs previous 13F -2,345 shares

    0.43% of the 13F portfolio, value $11,884,156.

    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 119,177 shares
    Change vs previous 13F -278 shares

    0.45% of the 13F portfolio, value $11,792,537.

    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 119,455 shares
    Change vs previous 13F -2,835 shares

    0.46% of the 13F portfolio, value $11,394,851.

    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 122,290 shares
    Change vs previous 13F +2,387 shares

    0.48% of the 13F portfolio, value $11,129,631.

    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 119,903 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $10,441,153.

    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).