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Disclosery

Financial Advocates Investment Management: CTAS position timeline

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

Financial Advocates Investment Management held 1,200 CTAS shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,200 shares
    Change vs previous 13F -1,736 shares

    0.14% of the 13F portfolio, value $246,394.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,936 shares
    Change vs previous 13F -518 shares

    0.05% of the 13F portfolio, value $654,238.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,454 shares
    Change vs previous 13F +70 shares

    0.05% of the 13F portfolio, value $709,773.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,384 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $618,170.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,412 shares
    Change vs previous 13F +2,578 shares

    0.04% of the 13F portfolio, value $702,636.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 834 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $583,845.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 639 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $439,546.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 640 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $385,794.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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