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Herold Advisors, Inc.: CTAS position timeline

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

Herold Advisors, Inc. held 15,092 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,092 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,567,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 15,092 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,552,661.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 15,092 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,838,353.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 15,092 shares
    Change vs previous 13F +2,972 shares

    0.72% of the 13F portfolio, value $3,097,784.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 12,120 shares
    Change vs previous 13F -3,016 shares

    0.57% of the 13F portfolio, value $2,701,185.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 15,136 shares
    Change vs previous 13F -3,629 shares

    0.68% of the 13F portfolio, value $3,110,902.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 18,765 shares
    Change vs previous 13F -916 shares

    0.75% of the 13F portfolio, value $3,428,436.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 19,681 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,051,924.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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