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AVANTAX ADVISORY SERVICES, INC.: CTAS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,451 CTAS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 26,451 shares
    Change vs previous 13F +1,839 shares

    0.03% of the 13F portfolio, value $5,895,242.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 24,612 shares
    Change vs previous 13F +2,188 shares

    0.03% of the 13F portfolio, value $5,058,404.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 22,424 shares
    Change vs previous 13F +2,725 shares

    0.03% of the 13F portfolio, value $4,096,910.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,699 shares
    Change vs previous 13F +12,499 shares

    0.03% of the 13F portfolio, value $4,055,691.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,200 shares
    Change vs previous 13F +5,027 shares

    0.04% of the 13F portfolio, value $5,041,845.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,173 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $1,492,690.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,857 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $1,119,266.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $846,650.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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