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EP Wealth Advisors, LLC: CTAS position timeline

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

EP Wealth Advisors, LLC held 52,257 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,257 shares
    Change vs previous 13F +10,426 shares

    0.03% of the 13F portfolio, value $8,887,806.

    13F-HR 0001398344-26-014114 filed by EP 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 41,831 shares
    Change vs previous 13F -757 shares

    0.03% of the 13F portfolio, value $7,075,306.

    13F-HR 0001398344-26-009125 filed by EP 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 42,588 shares
    Change vs previous 13F -4,458 shares

    0.04% of the 13F portfolio, value $8,009,617.

    13F-HR 0001398344-26-003327 filed by EP 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 ended2025-06-30
    13F 47,046 shares
    Change vs previous 13F -4,457 shares

    0.07% of the 13F portfolio, value $10,485,121.

    13F-HR 0001398344-25-015642 filed by EP 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 ended2025-03-31
    13F 51,503 shares
    Change vs previous 13F +835 shares

    0.08% of the 13F portfolio, value $10,585,309.

    13F-HR 0001398344-25-009656 filed by EP 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 ended2024-12-31
    13F 50,668 shares
    Change vs previous 13F -438 shares

    0.08% of the 13F portfolio, value $9,257,005.

    13F-HR 0001398344-25-002748 filed by EP 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 ended2024-09-30
    13F 51,106 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,521,830.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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