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Disclosery

BSW Wealth Partners: CTAS position timeline

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

BSW Wealth Partners held 2,292 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,292 shares
    Change vs previous 13F -324 shares

    0.04% of the 13F portfolio, value $389,845.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 2,616 shares
    Change vs previous 13F +805 shares

    0.05% of the 13F portfolio, value $442,491.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 1,811 shares
    Change vs previous 13F -342 shares

    0.04% of the 13F portfolio, value $340,521.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 2,153 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $441,998.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 2,337 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $520,875.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 2,308 shares
    Change vs previous 13F +437 shares

    0.07% of the 13F portfolio, value $474,352.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 1,871 shares
    Change vs previous 13F +130 shares

    0.05% of the 13F portfolio, value $341,784.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 1,741 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $358,346.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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