Skip to content
Disclosery

FIRST FOUNDATION ADVISORS: CTAS position timeline

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

FIRST FOUNDATION ADVISORS held 25,475 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,475 shares
    Change vs previous 13F -820 shares

    0.16% of the 13F portfolio, value $4,332,834.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 26,295 shares
    Change vs previous 13F -247 shares

    0.18% of the 13F portfolio, value $4,447,582.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 26,542 shares
    Change vs previous 13F -2,500 shares

    0.19% of the 13F portfolio, value $4,991,730.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 29,042 shares
    Change vs previous 13F -4,082 shares

    0.22% of the 13F portfolio, value $5,961,089.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 33,124 shares
    Change vs previous 13F -794 shares

    0.27% of the 13F portfolio, value $7,382,450.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 33,918 shares
    Change vs previous 13F +3,562 shares

    0.28% of the 13F portfolio, value $6,971,255.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 30,356 shares
    Change vs previous 13F +3,246 shares

    0.21% of the 13F portfolio, value $5,545,971.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 27,110 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,581,466.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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