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Lido Advisors, LLC: CTAS position timeline

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

Lido Advisors, LLC held 30,971 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,971 shares
    Change vs previous 13F +16,082 shares

    0.02% of the 13F portfolio, value $5,267,700.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 14,889 shares
    Change vs previous 13F -8,988 shares

    0.01% of the 13F portfolio, value $2,518,516.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 23,877 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $4,835,604.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 23,210 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $4,764,237.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 23,060 shares
    Change vs previous 13F +2,783 shares

    0.03% of the 13F portfolio, value $5,139,502.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 20,277 shares
    Change vs previous 13F +2,466 shares

    0.02% of the 13F portfolio, value $4,167,602.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 17,811 shares
    Change vs previous 13F +673 shares

    0.02% of the 13F portfolio, value $3,254,151.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 17,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,528,557.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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