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Aureus Asset Management, LLC: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on AMT, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 15,523 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,523 shares
    Change vs previous 13F +582 shares

    0.15% of the 13F portfolio, value $2,539,206.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, 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 14,941 shares
    Change vs previous 13F -102 shares

    0.17% of the 13F portfolio, value $2,578,559.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, 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 15,043 shares
    Change vs previous 13F -6,160 shares

    0.17% of the 13F portfolio, value $2,641,071.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, 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 21,203 shares
    Change vs previous 13F -125,613 shares

    0.27% of the 13F portfolio, value $4,077,823.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, 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 146,816 shares
    Change vs previous 13F -5,542 shares

    2.08% of the 13F portfolio, value $32,449,223.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, 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 152,358 shares
    Change vs previous 13F +951 shares

    2.32% of the 13F portfolio, value $33,153,128.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, 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 151,407 shares
    Change vs previous 13F -9,774 shares

    1.79% of the 13F portfolio, value $27,769,636.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, 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 161,181 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $37,484,224.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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