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Disclosery

HB Wealth Management, LLC: CTAS position timeline

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

HB Wealth Management, LLC held 10,520 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,520 shares
    Change vs previous 13F -1,320 shares

    0.01% of the 13F portfolio, value $1,789,324.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 11,840 shares
    Change vs previous 13F +2,970 shares

    0.01% of the 13F portfolio, value $2,002,638.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 8,870 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $1,668,343.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 8,855 shares
    Change vs previous 13F +332 shares

    0.01% of the 13F portfolio, value $1,817,581.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 8,523 shares
    Change vs previous 13F +231 shares

    0.02% of the 13F portfolio, value $1,899,534.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 8,292 shares
    Change vs previous 13F +1,492 shares

    0.01% of the 13F portfolio, value $1,704,369.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 6,800 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $1,242,459.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 6,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,374,147.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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