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KMG FIDUCIARY PARTNERS, LLC: CTAS position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 8,540 CTAS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,540 shares
    Change vs previous 13F -383 shares

    0.16% of the 13F portfolio, value $1,665,847.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,923 shares
    Change vs previous 13F -16,995 shares

    0.14% of the 13F portfolio, value $1,517,650.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,918 shares
    Change vs previous 13F -1,456 shares

    0.32% of the 13F portfolio, value $4,383,849.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 27,374 shares
    Change vs previous 13F -20,676 shares

    0.37% of the 13F portfolio, value $5,148,147.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,050 shares
    Change vs previous 13F +1,880 shares

    0.66% of the 13F portfolio, value $9,862,824.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 46,170 shares
    Change vs previous 13F +1,637 shares

    0.76% of the 13F portfolio, value $10,290,001.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 44,533 shares
    Change vs previous 13F +32,988 shares

    0.76% of the 13F portfolio, value $9,152,799.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,545 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,109,242.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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