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HFR Wealth Management, LLC: CTAS position timeline

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

HFR Wealth Management, LLC held 96,378 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,378 shares
    Change vs previous 13F -1,032 shares

    4% of the 13F portfolio, value $16,391,921.

    13F-HR 0001877822-26-000006 filed by HFR 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 97,410 shares
    Change vs previous 13F -1,466 shares

    4.04% of the 13F portfolio, value $16,475,936.

    13F-HR 0001877822-26-000004 filed by HFR 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 98,876 shares
    Change vs previous 13F -100 shares

    4.39% of the 13F portfolio, value $18,595,519.

    13F-HR 0001877822-26-000002 filed by HFR 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 98,976 shares
    Change vs previous 13F -466 shares

    4.66% of the 13F portfolio, value $20,315,814.

    13F-HR 0001877822-25-000011 filed by HFR 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 99,442 shares
    Change vs previous 13F -159 shares

    5.35% of the 13F portfolio, value $22,162,639.

    13F-HR 0001877822-25-000006 filed by HFR 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 99,601 shares
    Change vs previous 13F -1,167 shares

    4.98% of the 13F portfolio, value $20,470,994.

    13F-HR 0001877822-25-000004 filed by HFR 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 100,768 shares
    Change vs previous 13F -1,098 shares

    4.55% of the 13F portfolio, value $18,410,314.

    13F-HR 0001877822-25-000002 filed by HFR 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 101,866 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $20,972,172.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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