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Disclosery

IEQ CAPITAL, LLC: CTAS position timeline

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

IEQ CAPITAL, LLC held 23,835 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,835 shares
    Change vs previous 13F -23,452 shares

    0.02% of the 13F portfolio, value $4,053,937.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 47,287 shares
    Change vs previous 13F +19,226 shares

    0.04% of the 13F portfolio, value $7,998,081.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 28,061 shares
    Change vs previous 13F -39,108 shares

    0.02% of the 13F portfolio, value $5,277,370.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 67,169 shares
    Change vs previous 13F -25,755 shares

    0.04% of the 13F portfolio, value $13,787,054.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 92,924 shares
    Change vs previous 13F +31,068 shares

    0.13% of the 13F portfolio, value $20,709,889.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 61,856 shares
    Change vs previous 13F +9,404 shares

    0.1% of the 13F portfolio, value $12,713,234.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 52,452 shares
    Change vs previous 13F -485 shares

    0.09% of the 13F portfolio, value $9,582,920.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 52,937 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,898,613.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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