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Disclosery

Ascent Wealth Partners, LLC: CTAS position timeline

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

Ascent Wealth Partners, LLC held 40,968 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,968 shares
    Change vs previous 13F +1,082 shares

    0.7% of the 13F portfolio, value $6,967,760.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 39,886 shares
    Change vs previous 13F +12,282 shares

    0.78% of the 13F portfolio, value $6,746,318.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 27,604 shares
    Change vs previous 13F -6,594 shares

    0.6% of the 13F portfolio, value $5,191,484.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 34,198 shares
    Change vs previous 13F +7,012 shares

    0.81% of the 13F portfolio, value $7,019,481.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 27,186 shares
    Change vs previous 13F -126 shares

    0.75% of the 13F portfolio, value $6,058,944.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 27,312 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,613,435.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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