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Brown Financial Advisors: CTAS position timeline

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

Brown Financial Advisors held 7,144 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,144 shares
    Change vs previous 13F +938 shares

    0.42% of the 13F portfolio, value $1,215,052.

    13F-HR 0002035548-26-000006 filed by Brown Financial 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 6,206 shares
    Change vs previous 13F -633 shares

    0.4% of the 13F portfolio, value $1,049,683.

    13F-HR 0002035548-26-000002 filed by Brown Financial 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 6,839 shares
    Change vs previous 13F +5,759 shares

    0.47% of the 13F portfolio, value $1,286,211.

    13F-HR 0002035548-26-000001 filed by Brown Financial 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 1,080 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $221,681.

    13F-HR 0002035548-25-000005 filed by Brown Financial 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 1,080 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $240,700.

    13F-HR 0002035548-25-000003 filed by Brown Financial 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 1,080 shares
    Change vs previous 13F +1,080 shares

    0.09% of the 13F portfolio, value $221,972.

    13F-HR 0002035548-25-000002 filed by Brown Financial 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 0 shares
    Change vs previous 13F -1,080 shares

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,080 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $222,350.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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