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Williams Jones Wealth Management, LLC.: CTAS position timeline

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

Williams Jones Wealth Management, LLC. held 378,562 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 378,562 shares
    Change vs previous 13F +1,109 shares

    0.73% of the 13F portfolio, value $64,385,825.

    13F-HR 0001104659-26-090796 filed by Williams Jones 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 ended2026-03-31
    13F 377,453 shares
    Change vs previous 13F +8,102 shares

    0.78% of the 13F portfolio, value $63,842,400.

    13F-HR 0001104659-26-055404 filed by Williams Jones 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 ended2025-12-31
    13F 369,351 shares
    Change vs previous 13F -4,971 shares

    0.78% of the 13F portfolio, value $69,463,843.

    13F-HR 0001104659-26-015161 filed by Williams Jones 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 ended2025-09-30
    13F 374,322 shares
    Change vs previous 13F -3,011 shares

    0.88% of the 13F portfolio, value $76,833,334.

    13F-HR 0001104659-25-112450 filed by Williams Jones 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 ended2025-06-30
    13F 377,333 shares
    Change vs previous 13F -3,082 shares

    1.01% of the 13F portfolio, value $84,096,206.

    13F-HR 0001104659-25-078575 filed by Williams Jones 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 ended2025-03-31
    13F 380,415 shares
    Change vs previous 13F -2,018 shares

    1% of the 13F portfolio, value $78,186,695.

    13F-HR 0001104659-25-049421 filed by Williams Jones 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 ended2024-12-31
    13F 382,433 shares
    Change vs previous 13F -2,473 shares

    0.84% of the 13F portfolio, value $69,870,549.

    13F-HR 0001104659-25-013487 filed by Williams Jones 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 ended2024-09-30
    13F 384,906 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $79,244,447.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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