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Disclosery

Marshall Financial Group, LLC: CTAS position timeline

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

Marshall Financial Group, LLC held 6,501 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 6,501 shares
    Change vs previous 13F +4,347 shares

    0.16% of the 13F portfolio, value $1,105,735.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, 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 2,154 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $364,348.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, 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 2,175 shares
    Change vs previous 13F -4,460 shares

    0.08% of the 13F portfolio, value $409,075.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, 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 6,635 shares
    Change vs previous 13F +170 shares

    0.27% of the 13F portfolio, value $1,361,946.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, 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 6,465 shares
    Change vs previous 13F -1,331 shares

    0.28% of the 13F portfolio, value $1,406,423.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, 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 7,796 shares
    Change vs previous 13F +130 shares

    0.35% of the 13F portfolio, value $1,602,331.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, 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 7,666 shares
    Change vs previous 13F -275 shares

    0.34% of the 13F portfolio, value $1,400,591.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, 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 7,941 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,634,903.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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