Current Market Value 2,137,677,382
Current Holdings 271
Most Recent File Date 2025-07-07
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Capital Asset Advisory Services LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-07 2025-06-30 13F-HR 271 2,137,677
2025-04-09 2025-03-31 13F-HR 282 1,962,174
2025-01-22 2024-12-31 13F-HR 309 2,031,003
2024-10-17 2024-09-30 13F-HR 317 1,999,250
2024-07-24 2024-06-30 13F-HR 314 1,844,541
2024-04-16 2024-03-31 13F-HR 314 1,745,785
2024-01-09 2023-12-31 13F-HR 306 1,615,783
2023-10-18 2023-09-30 13F-HR 312 1,459,955
2023-08-02 2023-06-30 13F-HR 333 1,432,719
2023-05-12 2023-03-31 13F-HR 350 1,345,158
2023-03-08 2022-12-31 13F-HR 365 1,253,261
2022-11-14 2022-09-30 13F-HR 460 768,816
2022-08-11 2022-06-30 13F-HR 573 907,941
2022-04-29 2022-03-31 13F-HR 566 940,116
2022-02-04 2021-12-31 13F-HR 597 942,478
2021-10-14 2021-09-30 13F-HR 707 898,072
2021-08-06 2021-06-30 13F-HR 731 911,552
2021-05-13 2021-03-31 13F-HR 693 670,618
2021-03-02 2020-12-31 13F-HR 1616 562,323
2020-11-18 2020-09-30 13F-HR 552 477,579
2020-08-14 2020-06-30 13F-HR 576 465,760
2020-05-18 2020-03-31 13F-HR 509 376,772
2020-02-13 2019-12-31 13F-HR/A 1 R 595 425,490
2020-02-12 2019-12-31 13F-HR 610 392,853
2019-10-10 2019-09-30 13F-HR 114 150,204
2019-07-15 2019-06-30 13F-HR 105 129,811
2019-04-24 2019-03-31 13F-HR 75 77,270
2019-01-31 2018-12-31 13F-HR 98 104,542
2019-01-31 2018-09-30 13F-HR 107 118,579
2018-07-11 2018-06-30 13F-HR 101 110,934
2018-05-15 2018-03-31 13F-HR 98 108,067
2018-01-11 2017-12-31 13F-HR 110 110,211
2017-10-30 2017-09-30 13F-HR 108 110,342
2017-07-10 2017-06-30 13F-HR 127 155,716
2017-04-12 2017-03-31 13F-HR 93 138,375
2017-01-18 2016-12-31 13F-HR 87 117,815
2016-10-11 2016-09-30 13F-HR 60 75,535
2016-07-11 2016-06-30 13F-HR 64 75,893
2016-04-12 2016-03-31 13F-HR 76 91,750
2016-02-11 2015-12-31 13F-HR 58 71,383