Position in CTAS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,208,980
-$3,324,073 QoQ
Shares Held
12,988
-60.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#538
of 1,427 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTAS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $3,636,650 across 5 Specialty Business Services names. CTAS ranks #1 (60.7% of the industry book) .
All Filings in CTAS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,208,980 | 12,988 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,533,053 | 32,713 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,943,925 | 31,605 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,639,962 | 37,221 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $9,776,172 | 43,865 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,898,789 | 23,835 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,580,181 | 19,596 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,248,367 | 15,778 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,256,931 | 3,223 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,677,725 | 2,442 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,420,885 | 4,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,807,635 | 3,758 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,798,435 | 3,618 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,732,273 | 3,744 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,868,351 | 4,137 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,548,878 | 3,990 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,413,811 | 3,785 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,611,802 | 3,789 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,527,606 | 3,447 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,007,987 | 2,648 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $781,572 | 2,046 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $504,114 | 1,477 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $310,691 | 879 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,339,973 | 4,026 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||