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IFP Advisors, Inc: CTAS position timeline

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

IFP Advisors, Inc held 14,287 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,287 shares
    Change vs previous 13F +2,435 shares

    0.04% of the 13F portfolio, value $2,429,933.

    13F-HR 0001641866-26-000004 filed by IFP 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 11,852 shares
    Change vs previous 13F +2,866 shares

    0.04% of the 13F portfolio, value $2,004,647.

    13F-HR 0001641866-26-000003 filed by IFP 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 8,986 shares
    Change vs previous 13F +1,633 shares

    0.04% of the 13F portfolio, value $1,689,997.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 7,353 shares
    Change vs previous 13F +2,432 shares

    0.04% of the 13F portfolio, value $1,509,277.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 4,921 shares
    Change vs previous 13F -169 shares

    0.03% of the 13F portfolio, value $1,096,934.

    13F-HR 0001641866-25-000009 filed by IFP 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 5,090 shares
    Change vs previous 13F +724 shares

    0.03% of the 13F portfolio, value $1,046,378.

    13F-HR 0001641866-25-000006 filed by IFP 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 4,366 shares
    Change vs previous 13F +1,746 shares

    0.03% of the 13F portfolio, value $797,631.

    13F-HR 0001641866-25-000004 filed by IFP 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 2,620 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $539,670.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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