CTOS β€” CUSTOM TRUCK ONE SOURCE INC COM CL A

Ownership history in Rise Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported CUSTOM TRUCK ONE SOURCE INC COM CL A (CTOS) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows CTOS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in CUSTOM TRUCK ONE SOURCE INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CTOS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held CTOS β€” position size vs. price
% of Fund (quarterly)    CTOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 200 β€” 0% 0.00% $1K 2025-10-08 $6.28
2025 Q2 UNCHANGED 200 β€” 0% 0.00% $988 2025-07-08 $5.09
2025 Q1 UNCHANGED 200 β€” 0% 0.00% $844 2025-05-15 $4.60
2024 Q4 UNCHANGED 200 β€” 0% 0.00% $962 2025-01-07 $4.61
2024 Q3 UNCHANGED 200 β€” 0% 0.00% $690 2024-10-11 $3.42
2024 Q2 INITIATED 200 β€” β€” 0.00% $870 2024-07-09 $4.10

FAQ About Rise Advisors, LLC and CTOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning CTOS?

Rise Advisors, LLC reported CTOS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported CTOS position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for CTOS was 0.00% in 2024 Q4.

What is the latest reported CTOS position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this CTOS ownership page compare?

The chart compares Rise Advisors, LLC's quarterly CTOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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