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Disclosery

Autus Asset Management, LLC: ITOT position timeline

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

Autus Asset Management, LLC held 14,164 ITOT shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 14,164 shares
    Change vs previous 13F -148 shares

    0.22% of the 13F portfolio, value $1,201,112.

    13F-HR 0001085146-23-000307 filed by Autus 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 ended2022-09-30
    13F 14,312 shares
    Change vs previous 13F -341 shares

    0.22% of the 13F portfolio, value $1,139,000.

    13F-HR 0001085146-22-003376 filed by Autus 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 ended2022-06-30
    13F 14,653 shares
    Change vs previous 13F +237 shares

    0.22% of the 13F portfolio, value $1,228,000.

    13F-HR 0001085146-22-002526 filed by Autus 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 ended2022-03-31
    13F 14,416 shares
    Change vs previous 13F -21,353 shares

    0.22% of the 13F portfolio, value $1,455,000.

    13F-HR 0001085146-22-001376 filed by Autus 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 ended2021-12-31
    13F 35,769 shares
    Change vs previous 13F -203 shares

    0.38% of the 13F portfolio, value $3,826,000.

    13F-HR 0001085146-22-000113 filed by Autus 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 ended2021-09-30
    13F 35,972 shares
    Change vs previous 13F -990 shares

    0.39% of the 13F portfolio, value $3,539,000.

    13F-HR 0001085146-21-002816 filed by Autus 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 ended2021-06-30
    13F 36,962 shares
    Change vs previous 13F -723 shares

    0.4% of the 13F portfolio, value $3,651,000.

    13F-HR 0001085146-21-002008 filed by Autus 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 ended2021-03-31
    13F 37,685 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,452,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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