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Disclosery

Spire Wealth Management: CTAS position timeline

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

Spire Wealth Management held 771 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 771 shares
    Change vs previous 13F -8,072 shares

    <0.01% of the 13F portfolio, value $131,194.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 8,843 shares
    Change vs previous 13F +2,057 shares

    0.05% of the 13F portfolio, value $1,495,648.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 6,786 shares
    Change vs previous 13F +4,704 shares

    0.04% of the 13F portfolio, value $1,276,199.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 2,082 shares
    Change vs previous 13F -6,766 shares

    0.01% of the 13F portfolio, value $427,437.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 8,848 shares
    Change vs previous 13F -849 shares

    0.07% of the 13F portfolio, value $1,949,261.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 9,697 shares
    Change vs previous 13F +1,198 shares

    0.06% of the 13F portfolio, value $1,993,005.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 8,499 shares
    Change vs previous 13F -31,594 shares

    0.05% of the 13F portfolio, value $1,552,700.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 40,093 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,254,308.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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