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Disclosery

Autus Asset Management, LLC: IVV position timeline

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

Autus Asset Management, LLC held 10,481 IVV 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 10,481 shares
    Change vs previous 13F +3,555 shares

    0.72% of the 13F portfolio, value $4,026,905.

    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 6,926 shares
    Change vs previous 13F -49 shares

    0.48% of the 13F portfolio, value $2,484,000.

    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 6,975 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $2,645,000.

    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 6,972 shares
    Change vs previous 13F -2,405 shares

    0.47% of the 13F portfolio, value $3,164,000.

    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 9,377 shares
    Change vs previous 13F -445 shares

    0.45% of the 13F portfolio, value $4,473,000.

    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 9,822 shares
    Change vs previous 13F -389 shares

    0.46% of the 13F portfolio, value $4,231,000.

    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 10,211 shares
    Change vs previous 13F -13 shares

    0.48% of the 13F portfolio, value $4,390,000.

    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 10,224 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,067,000.

    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).