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Disclosery

Autus Asset Management, LLC: SPY position timeline

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

Autus Asset Management, LLC held 1,627 SPY 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 1,627 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $622,415.

    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 1,629 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $582,000.

    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 1,629 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $614,000.

    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 1,639 shares
    Change vs previous 13F -240 shares

    0.11% of the 13F portfolio, value $740,000.

    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 1,879 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $893,000.

    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 1,864 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $800,000.

    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 1,864 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $798,000.

    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 1,863 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $738,000.

    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).