Capital Asset Advisory Services LLC

Position in GS — Goldman Sachs Group Inc

CIK 1666024 Williamston, MI

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,836,094

+$1,187,459 QoQ

Shares Held

7,748

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#756

of 3,125 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $13,831,251 across 3 Capital Markets names. GS ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	7,748	$7,836,094
2	MS	Morgan Stanley	27,681	$5,786,436
3	IBKR	Interactive Brokers Group, Inc.	2,398	$208,721

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,836,094	7,748	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$6,648,635	7,859	-8.6%	Shares	Sole	2026-04-24
2025-12-31	$7,558,521	8,599	+0.3%	Shares	Sole	2026-01-09
2025-09-30	$6,824,719	8,570	+6.7%	Shares	Sole	2025-10-02
2025-06-30	$5,682,524	8,029	+5.6%	Shares	Sole	2025-07-07
2025-03-31	$4,152,896	7,602	-6.3%	Shares	Sole	2025-04-09
2024-12-31	$4,644,520	8,111	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$4,014,351	8,108	+1.4%	Shares	Sole	2024-10-17
2024-06-30	$3,616,750	7,996	+40.3%	Shares	Sole	2024-07-24
2024-03-31	$2,379,997	5,698	+21.1%	Shares	Sole	2024-04-16
2023-12-31	$1,814,662	4,704	+16.7%	Shares	Sole	2024-01-09
2023-09-30	$1,303,987	4,030	+27.2%	Shares	Sole	2023-10-18
2023-06-30	$1,022,129	3,169	+11.7%	Shares	Sole	2023-08-02
2023-03-31	$928,011	2,837	+15.5%	Shares	Sole	2023-05-12
2022-12-31	$843,341	2,456	+45.8%	Shares	Sole	2023-03-08
2022-09-30	$493,789	1,685	+97.5%	Shares	Sole	2022-11-14
2022-06-30	$253,358	853	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$278,274	843	-27.9%	Shares	Sole	2022-04-29
2021-12-31	$447,583	1,170	+59.2%	Shares	Sole	2022-02-04
2021-09-30	$277,852	735	+12.7%	Shares	Sole	2021-10-14
2021-06-30	$247,453	652	-19.7%	Shares	Sole	2021-08-06
2021-03-31	$265,524	812	+2.4%	Shares	Sole	2021-05-13
2020-12-31	$209,122	793	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.