Skip to content
Disclosery

Independent Advisor Alliance: CTAS position timeline

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

Independent Advisor Alliance held 58,132 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,132 shares
    Change vs previous 13F -1,608 shares

    0.23% of the 13F portfolio, value $9,887,051.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 59,740 shares
    Change vs previous 13F -4,827 shares

    0.11% of the 13F portfolio, value $10,104,461.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 64,567 shares
    Change vs previous 13F -7,657 shares

    0.29% of the 13F portfolio, value $12,143,097.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 72,224 shares
    Change vs previous 13F -6,858 shares

    0.39% of the 13F portfolio, value $14,824,780.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 79,082 shares
    Change vs previous 13F -296 shares

    0.51% of the 13F portfolio, value $17,625,019.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 79,378 shares
    Change vs previous 13F -896 shares

    0.54% of the 13F portfolio, value $16,314,530.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 80,274 shares
    Change vs previous 13F +3,337 shares

    0.19% of the 13F portfolio, value $14,666,084.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 76,937 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $15,839,873.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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