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SageView Advisory Group, LLC: CTAS position timeline

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

SageView Advisory Group, LLC held 8,716 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 8,716 shares
    Change vs previous 13F -5,105 shares

    0.05% of the 13F portfolio, value $1,482,490.

    13F-HR 0001172661-26-003218 filed by SageView Advisory 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 13,821 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $2,337,752.

    13F-HR 0001172661-26-003214 filed by SageView Advisory 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 13,831 shares
    Change vs previous 13F -345 shares

    0.09% of the 13F portfolio, value $2,601,266.

    13F-HR 0001914558-26-000002 filed by SageView Advisory 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 14,176 shares
    Change vs previous 13F -375 shares

    0.1% of the 13F portfolio, value $2,909,832.

    13F-HR 0001172661-25-004748 filed by SageView Advisory 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 14,551 shares
    Change vs previous 13F -544 shares

    0.12% of the 13F portfolio, value $3,206,810.

    13F-HR 0001172661-25-003226 filed by SageView Advisory 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 15,095 shares
    Change vs previous 13F -983 shares

    0.13% of the 13F portfolio, value $3,102,524.

    13F-HR 0001172661-25-002419 filed by SageView Advisory 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 16,078 shares
    Change vs previous 13F -515 shares

    0.13% of the 13F portfolio, value $2,937,487.

    13F-HR 0001172661-25-000782 filed by SageView Advisory 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 16,593 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,416,182.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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