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Disclosery

NewEdge Wealth, LLC: CTAS position timeline

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

NewEdge Wealth, LLC held 20,080 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,080 shares
    Change vs previous 13F -651 shares

    0.03% of the 13F portfolio, value $3,415,176.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 20,731 shares
    Change vs previous 13F -2,755 shares

    0.04% of the 13F portfolio, value $3,506,499.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 23,486 shares
    Change vs previous 13F +5,132 shares

    0.05% of the 13F portfolio, value $4,417,008.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 18,354 shares
    Change vs previous 13F -12,841 shares

    0.05% of the 13F portfolio, value $3,410,445.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 31,195 shares
    Change vs previous 13F -706 shares

    0.11% of the 13F portfolio, value $6,968,972.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 31,901 shares
    Change vs previous 13F -236 shares

    0.12% of the 13F portfolio, value $6,556,600.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 32,137 shares
    Change vs previous 13F +2,564 shares

    0.1% of the 13F portfolio, value $5,871,386.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 29,573 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,088,535.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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