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Disclosery

Autus Asset Management, LLC: XBI position timeline

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

Autus Asset Management, LLC held 37,812 XBI 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 37,812 shares
    Change vs previous 13F -2,193 shares

    0.56% of the 13F portfolio, value $3,138,424.

    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 40,005 shares
    Change vs previous 13F +173 shares

    0.61% of the 13F portfolio, value $3,173,000.

    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 39,832 shares
    Change vs previous 13F +4,050 shares

    0.53% of the 13F portfolio, value $2,959,000.

    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 35,782 shares
    Change vs previous 13F -17,307 shares

    0.48% of the 13F portfolio, value $3,215,000.

    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 53,089 shares
    Change vs previous 13F -170 shares

    0.6% of the 13F portfolio, value $5,944,000.

    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 53,259 shares
    Change vs previous 13F +1,269 shares

    0.73% of the 13F portfolio, value $6,695,000.

    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 51,990 shares
    Change vs previous 13F +207 shares

    0.77% of the 13F portfolio, value $7,040,000.

    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 51,783 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,025,000.

    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).