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Canvas Wealth Advisors, LLC: CTOS position timeline

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

Canvas Wealth Advisors, LLC held 5,982,649 CTOS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,982,649 shares
    Change vs previous 13F -1,036,877 shares

    9.86% of the 13F portfolio, value $70,655,085.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 7,019,526 shares
    Change vs previous 13F -30,695 shares

    7.84% of the 13F portfolio, value $46,118,286.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 7,050,221 shares
    Change vs previous 13F +2,303,504 shares

    6.9% of the 13F portfolio, value $40,609,273.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, 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 4,746,717 shares
    Change vs previous 13F -13,966 shares

    5.63% of the 13F portfolio, value $30,948,595.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, 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 4,760,683 shares
    Change vs previous 13F +292,341 shares

    5.59% of the 13F portfolio, value $28,326,064.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, 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 4,468,342 shares
    Change vs previous 13F +359,988 shares

    4.41% of the 13F portfolio, value $17,158,433.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, 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 4,108,354 shares
    Change vs previous 13F +303,744 shares

    4.96% of the 13F portfolio, value $19,761,183.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, 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 3,804,610 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $13,125,905.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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