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B. Riley Wealth Advisors, Inc.: CTAS position timeline

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

B. Riley Wealth Advisors, Inc. held 1,169 CTAS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,169 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $227,979.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,323 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $223,736.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,378 shares
    Change vs previous 13F -432 shares

    0.02% of the 13F portfolio, value $232,384.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,810 shares
    Change vs previous 13F -340 shares

    0.02% of the 13F portfolio, value $340,475.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,150 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $441,322.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,008 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $447,628.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,283 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $469,129.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,762 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,907.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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