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Disclosery

Annex Advisory Services, LLC: CTAS position timeline

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

Annex Advisory Services, LLC held 37,816 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,816 shares
    Change vs previous 13F -5,536 shares

    0.11% of the 13F portfolio, value $6,431,700.

    13F-HR 0001542287-26-000003 filed by Annex 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 43,352 shares
    Change vs previous 13F -64,009 shares

    0.14% of the 13F portfolio, value $7,332,635.

    13F-HR 0001542287-26-000002 filed by Annex 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 107,361 shares
    Change vs previous 13F +2,714 shares

    0.39% of the 13F portfolio, value $20,191,422.

    13F-HR 0001542287-26-000001 filed by Annex 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 104,647 shares
    Change vs previous 13F +2,357 shares

    0.46% of the 13F portfolio, value $21,479,845.

    13F-HR 0001542287-25-000002 filed by Annex 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 102,290 shares
    Change vs previous 13F +7,651 shares

    0.55% of the 13F portfolio, value $22,797,262.

    13F-HR 0001085146-25-003756 filed by Annex 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 94,639 shares
    Change vs previous 13F -32,802 shares

    0.55% of the 13F portfolio, value $19,451,188.

    13F-HR 0001085146-25-002042 filed by Annex 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 127,441 shares
    Change vs previous 13F +1,988 shares

    0.7% of the 13F portfolio, value $23,283,473.

    13F-HR 0001085146-25-000240 filed by Annex 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 125,453 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $25,828,244.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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