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Kestra Advisory Services, LLC: CTAS position timeline

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

Kestra Advisory Services, LLC held 104,223 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,223 shares
    Change vs previous 13F -7,346 shares

    0.04% of the 13F portfolio, value $17,726,206.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,646 shares
    • Kestra Advisory Services, LLC: 77,577 shares

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

  2. period ended2026-03-31
    13F 111,569 shares
    Change vs previous 13F +5,456 shares

    0.05% of the 13F portfolio, value $18,870,848.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,028 shares
    • Kestra Advisory Services, LLC: 81,541 shares

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

  3. period ended2025-12-31
    13F 106,113 shares
    Change vs previous 13F -2,759 shares

    0.06% of the 13F portfolio, value $19,956,678.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,650 shares
    • Kestra Advisory Services, LLC: 78,463 shares

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

  4. period ended2025-09-30
    13F 108,872 shares
    Change vs previous 13F +3,712 shares

    0.08% of the 13F portfolio, value $22,347,118.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,503 shares
    • Kestra Advisory Services, LLC: 80,369 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 105,160 shares
    Change vs previous 13F +17,309 shares

    0.08% of the 13F portfolio, value $23,436,954.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,752 shares
    • Kestra Advisory Services, LLC: 85,145 shares
    • Kestra Investment Management, LLC: 3,263 shares

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

  6. period ended2025-03-31
    13F/A 87,851 shares
    Change vs previous 13F -390 shares

    0.06% of the 13F portfolio, value $18,056,016.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,704 shares
    • Kestra Advisory Services, LLC: 71,849 shares
    • Kestra Investment Management, LLC: 2,298 shares

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

  7. period ended2024-12-31
    13F 88,241 shares
    Change vs previous 13F +29,723 shares

    0.06% of the 13F portfolio, value $16,121,540.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,137 shares
    • Kestra Advisory Services, LLC: 75,800 shares
    • Kestra Investment Management, LLC: 304 shares

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

  8. period ended2024-09-30
    13F 58,518 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,047,674.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,572 shares
    • Kestra Advisory Services, LLC: 46,946 shares

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