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Aureus Asset Management, LLC: EPAM position timeline

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

Aureus Asset Management, LLC held 0 EPAM shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -109,733 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 109,733 shares
    Change vs previous 13F +6,294 shares

    1.3% of the 13F portfolio, value $18,527,320.

    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).

  3. period ended2024-12-31
    13F 103,439 shares
    Change vs previous 13F +30,010 shares

    1.56% of the 13F portfolio, value $24,186,107.

    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).

  4. period ended2024-09-30
    13F 73,429 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $14,614,574.

    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).