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Disclosery

AE Wealth Management LLC: CTAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CTAS, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 12,988 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,988 shares
    Change vs previous 13F -19,725 shares

    0.01% of the 13F portfolio, value $2,209,516.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 32,713 shares
    Change vs previous 13F +1,108 shares

    0.03% of the 13F portfolio, value $5,533,327.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 31,605 shares
    Change vs previous 13F -5,616 shares

    0.03% of the 13F portfolio, value $5,943,671.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 37,221 shares
    Change vs previous 13F -6,644 shares

    0.05% of the 13F portfolio, value $7,640,103.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 43,865 shares
    Change vs previous 13F +20,030 shares

    0.07% of the 13F portfolio, value $9,776,257.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 23,835 shares
    Change vs previous 13F +4,239 shares

    0.04% of the 13F portfolio, value $4,898,744.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 19,596 shares
    Change vs previous 13F +3,818 shares

    0.03% of the 13F portfolio, value $3,580,456.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 15,778 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,248,655.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).