Capital Asset Advisory Services LLC

Position in V — Visa Inc.

CIK 1666024 Williamston, MI

Position in V

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

Position Value

$3,805,211

+$584,844 QoQ

Shares Held

11,091

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,864

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $9,090,081 across 4 Credit Services names. V ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	8,407	$4,317,835
2	V	Visa Inc. This page	11,091	$3,805,211
3	AXP	American Express Co	1,872	$633,204
4	COF	Capital One Financial Corp	1,664	$333,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,805,211	11,091	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$3,220,367	10,655	-31.7%	Shares	Sole	2026-04-24
2025-12-31	$5,470,725	15,599	+6.8%	Shares	Sole	2026-01-09
2025-09-30	$4,986,537	14,607	+12.5%	Shares	Sole	2025-10-02
2025-06-30	$4,608,193	12,979	-6.3%	Shares	Sole	2025-07-07
2025-03-31	$4,852,819	13,847	-15.6%	Shares	Sole	2025-04-09
2024-12-31	$5,183,688	16,402	+0.9%	Shares	Sole	2025-01-22
2024-09-30	$4,469,037	16,254	+2.1%	Shares	Sole	2024-10-17
2024-06-30	$4,176,422	15,912	+2.7%	Shares	Sole	2024-07-24
2024-03-31	$4,324,902	15,497	+0.6%	Shares	Sole	2024-04-16
2023-12-31	$4,009,650	15,401	-3.9%	Shares	Sole	2024-01-09
2023-09-30	$3,684,300	16,018	+6.4%	Shares	Sole	2023-10-18
2023-06-30	$3,576,211	15,059	+1.1%	Shares	Sole	2023-08-02
2023-03-31	$3,358,677	14,897	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$3,058,434	14,721	-12.5%	Shares	Sole	2023-03-08
2022-09-30	$2,988,250	16,821	+12.5%	Shares	Sole	2022-11-14
2022-06-30	$2,943,505	14,950	+16.5%	Shares	Sole	2022-08-11
2022-03-31	$2,844,865	12,828	+9.0%	Shares	Sole	2022-04-29
2021-12-31	$2,550,026	11,767	-1.8%	Shares	Sole	2022-02-04
2021-09-30	$2,670,327	11,988	+3.7%	Shares	Sole	2021-10-14
2021-06-30	$2,702,959	11,560	-13.6%	Shares	Sole	2021-08-06
2021-03-31	$2,831,677	13,374	+70.1%	Shares	Sole	2021-05-13
2020-12-31	$1,719,873	7,863	+29.5%	Shares	Sole	2021-03-02
2020-09-30	$1,214,017	6,071	-2.8%	Shares	Sole	2020-11-18
2020-06-30	$1,206,346	6,245	+10.6%	Shares	Sole	2020-08-14
2020-03-31	$909,361	5,644	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.