Position in CTAS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$927,956
+$128,432 QoQ
Shares Held
5,456
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#730
of 1,421 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $1,986,118 across 3 Specialty Business Services names. CTAS ranks #1 (46.7% of the industry book) .
All Filings in CTAS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,956 | 5,456 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $799,524 | 4,727 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $883,364 | 4,697 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,150,071 | 5,603 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,218,876 | 5,469 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,028,883 | 5,006 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $811,553 | 4,442 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $809,931 | 3,934 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $585,417 | 836 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $531,074 | 773 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $434,517 | 721 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $236,175 | 491 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $248,042 | 499 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $230,877 | 499 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||