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Disclosery

Aureus Asset Management, LLC: IBN position timeline

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

Aureus Asset Management, LLC held 11,120 IBN 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 11,120 shares
    Change vs previous 13F -6,359 shares

    0.02% of the 13F portfolio, value $322,814.

    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 17,479 shares
    Change vs previous 13F +1,539 shares

    0.03% of the 13F portfolio, value $452,706.

    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 15,940 shares
    Change vs previous 13F -49 shares

    0.03% of the 13F portfolio, value $475,012.

    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 15,989 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $483,347.

    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 15,989 shares
    Change vs previous 13F -215 shares

    0.03% of the 13F portfolio, value $537,870.

    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 16,204 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $510,750.

    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 16,271 shares
    Change vs previous 13F +4,504 shares

    0.03% of the 13F portfolio, value $485,852.

    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 11,767 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $351,245.

    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).