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Disclosery

BigSur Wealth Management LLC: CTAS position timeline

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

BigSur Wealth Management LLC held 15,132 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,132 shares
    Change vs previous 13F +777 shares

    0.62% of the 13F portfolio, value $2,573,651.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 14,355 shares
    Change vs previous 13F -7,000 shares

    0.68% of the 13F portfolio, value $2,428,005.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 21,355 shares
    Change vs previous 13F -600 shares

    0.97% of the 13F portfolio, value $4,016,235.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 21,955 shares
    Change vs previous 13F -200 shares

    1.1% of the 13F portfolio, value $4,506,483.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 22,155 shares
    Change vs previous 13F -245 shares

    1.25% of the 13F portfolio, value $4,937,685.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 22,400 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $4,603,872.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 22,400 shares
    Change vs previous 13F -3,000 shares

    1.17% of the 13F portfolio, value $4,092,480.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management 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 25,400 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,229,352.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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