Skip to content
Disclosery

Capital Asset Advisory Services LLC: XLK position timeline

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

Capital Asset Advisory Services LLC held 22,958 XLK 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 22,958 shares
    Change vs previous 13F -998 shares

    0.16% of the 13F portfolio, value $4,373,901.

    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 23,956 shares
    Change vs previous 13F +37 shares

    0.14% of the 13F portfolio, value $3,702,571.

    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 23,919 shares
    Change vs previous 13F +11,308 shares

    0.14% of the 13F portfolio, value $3,507,757.

    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 12,611 shares
    Change vs previous 13F +60 shares

    0.15% of the 13F portfolio, value $3,554,505.

    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 12,551 shares
    Change vs previous 13F -8,627 shares

    0.15% of the 13F portfolio, value $3,149,930.

    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 21,178 shares
    Change vs previous 13F -950 shares

    0.23% of the 13F portfolio, value $4,437,326.

    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 22,128 shares
    Change vs previous 13F -665 shares

    0.26% of the 13F portfolio, value $5,216,753.

    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 22,793 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,194,922.

    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).