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Disclosery

Dakota Wealth Management: CTAS position timeline

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

Dakota Wealth Management held 7,984 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,984 shares
    Change vs previous 13F -1,498 shares

    0.03% of the 13F portfolio, value $1,357,959.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 9,482 shares
    Change vs previous 13F -1,078 shares

    0.03% of the 13F portfolio, value $1,603,781.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 10,560 shares
    Change vs previous 13F -1,330 shares

    0.04% of the 13F portfolio, value $1,986,047.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 11,890 shares
    Change vs previous 13F -993 shares

    0.05% of the 13F portfolio, value $2,440,511.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 12,883 shares
    Change vs previous 13F -1,608 shares

    0.06% of the 13F portfolio, value $2,871,191.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 14,491 shares
    Change vs previous 13F -78,112 shares

    0.07% of the 13F portfolio, value $2,978,308.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 92,603 shares
    Change vs previous 13F +1,463 shares

    0.39% of the 13F portfolio, value $16,918,549.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 91,140 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $18,764,006.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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