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MGB Wealth Management, LLC: CTAS position timeline

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

MGB Wealth Management, LLC held 6,248 CTAS shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,248 shares
    Change vs previous 13F -221 shares

    0.34% of the 13F portfolio, value $1,175,856.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,469 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,326,223.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,469 shares
    Change vs previous 13F -776 shares

    0.47% of the 13F portfolio, value $1,439,227.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,245 shares
    Change vs previous 13F -3 shares

    0.54% of the 13F portfolio, value $1,481,190.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,248 shares
    Change vs previous 13F +52 shares

    0.41% of the 13F portfolio, value $1,327,553.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,196 shares
    Change vs previous 13F +5,397 shares

    0.54% of the 13F portfolio, value $1,469,651.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,799 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,293,507.

    13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,799 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,235,842.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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