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Disclosery

Autus Asset Management, LLC: IWM position timeline

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

Autus Asset Management, LLC held 5,017 IWM 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 5,017 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $874,765.

    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 5,017 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $828,000.

    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 5,017 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $850,000.

    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 5,017 shares
    Change vs previous 13F -1,377 shares

    0.15% of the 13F portfolio, value $1,030,000.

    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 6,394 shares
    Change vs previous 13F -32 shares

    0.14% of the 13F portfolio, value $1,422,000.

    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 6,426 shares
    Change vs previous 13F -120 shares

    0.15% of the 13F portfolio, value $1,406,000.

    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 6,546 shares
    Change vs previous 13F +150 shares

    0.16% of the 13F portfolio, value $1,502,000.

    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 6,396 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,413,000.

    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).