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Disclosery

LVW Advisors, LLC: CTAS position timeline

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

LVW Advisors, LLC held 8,078 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,078 shares
    Change vs previous 13F -975 shares

    0.12% of the 13F portfolio, value $1,373,907.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 9,053 shares
    Change vs previous 13F -2,600 shares

    0.15% of the 13F portfolio, value $1,531,225.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 11,653 shares
    Change vs previous 13F -644 shares

    0.22% of the 13F portfolio, value $2,191,580.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, 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 12,297 shares
    Change vs previous 13F +64 shares

    0.26% of the 13F portfolio, value $2,524,083.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, 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 12,233 shares
    Change vs previous 13F +1,126 shares

    0.31% of the 13F portfolio, value $2,726,369.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, 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 11,107 shares
    Change vs previous 13F +569 shares

    0.28% of the 13F portfolio, value $2,282,822.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, 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 10,538 shares
    Change vs previous 13F -358 shares

    0.24% of the 13F portfolio, value $1,925,293.

    13F-HR 0001085146-25-000247 filed by LVW Advisors, 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 10,896 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,243,269.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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