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Ascentis Wealth Management, LLC: CTAS position timeline

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

Ascentis Wealth Management, LLC held 68 CTAS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 68 shares
    Change vs previous 13F -1,491 shares

    <0.01% of the 13F portfolio, value $11,565.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 68 shares

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

  2. period ended2026-03-31
    13F 1,559 shares
    Change vs previous 13F +397 shares

    0.01% of the 13F portfolio, value $263,782.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 517 shares
    • Ascentis Wealth Management, LLC: 1,042 shares

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

  3. period ended2025-12-31
    13F 1,162 shares
    Change vs previous 13F -4,476 shares

    0.05% of the 13F portfolio, value $218,608.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,162 shares

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

  4. period ended2025-09-30
    13F 5,638 shares
    Change vs previous 13F -364 shares

    0.11% of the 13F portfolio, value $1,157,500.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,502 shares
    • Ascentis Wealth Management, LLC: 3,136 shares

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

  5. period ended2025-06-30
    13F 6,002 shares
    Change vs previous 13F -232 shares

    0.14% of the 13F portfolio, value $1,342,947.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,615 shares
    • Ascentis Wealth Management, LLC: 3,387 shares

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

  6. period ended2025-03-31
    13F 6,234 shares
    Change vs previous 13F +51 shares

    0.16% of the 13F portfolio, value $1,289,479.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,788 shares
    • Ascentis Wealth Management, LLC: 3,446 shares

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

  7. period ended2024-12-31
    13F 6,183 shares
    Change vs previous 13F -2,908 shares

    0.13% of the 13F portfolio, value $1,129,964.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,813 shares
    • Ascentis Wealth Management, LLC: 3,370 shares

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

  8. period ended2024-09-30
    13F/A 9,091 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,872,896.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,516 shares
    • Ascentis Wealth Management, LLC: 3,575 shares

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