Trifecta Capital Advisors, LLC: CTAS position timeline

Trifecta Capital Advisors, LLC held 0 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -550 shares

   13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 550 shares

   Change vs previous 13F -950 shares

   0.01% of the 13F portfolio, value $93,027.

   13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,500 shares

   Change vs previous 13F -46 shares

   0.04% of the 13F portfolio, value $282,105.

   13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,546 shares

   Change vs previous 13F -18 shares

   0.05% of the 13F portfolio, value $317,332.

   13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,564 shares

   Change vs previous 13F -183 shares

   0.06% of the 13F portfolio, value $348,569.

   13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,747 shares

   Change vs previous 13F -200 shares

   0.08% of the 13F portfolio, value $359,061.

   13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,947 shares

   Change vs previous 13F -1 shares

   0.07% of the 13F portfolio, value $355,717.

   13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,948 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $401,055.

   13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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