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GoalVest Advisory LLC: CTAS position timeline

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

GoalVest Advisory LLC held 1,290 CTAS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,290 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $251,627.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,366 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,329.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,366 shares
    Change vs previous 13F -169 shares

    0.05% of the 13F portfolio, value $231,045.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,535 shares
    Change vs previous 13F -431 shares

    0.06% of the 13F portfolio, value $288,687.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,966 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $403,541.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,966 shares
    Change vs previous 13F +700 shares

    0.11% of the 13F portfolio, value $438,162.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,266 shares
    Change vs previous 13F +406 shares

    0.07% of the 13F portfolio, value $260,201.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 860 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $157,122.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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