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Disclosery

Apriem Advisors: CTAS position timeline

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

Apriem Advisors held 25,756 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,756 shares
    Change vs previous 13F -1,811 shares

    0.38% of the 13F portfolio, value $4,380,580.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 27,567 shares
    Change vs previous 13F -871 shares

    0.44% of the 13F portfolio, value $4,662,682.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 28,438 shares
    Change vs previous 13F -633 shares

    0.49% of the 13F portfolio, value $5,348,335.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 29,071 shares
    Change vs previous 13F -1,178 shares

    0.56% of the 13F portfolio, value $5,967,113.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 30,249 shares
    Change vs previous 13F -9,327 shares

    0.72% of the 13F portfolio, value $6,741,595.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 39,576 shares
    Change vs previous 13F -15,197 shares

    0.95% of the 13F portfolio, value $8,134,055.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 54,773 shares
    Change vs previous 13F -2,306 shares

    1.15% of the 13F portfolio, value $10,007,027.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 57,079 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $11,751,425.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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