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Disclosery

Autus Asset Management, LLC: XLF position timeline

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

Autus Asset Management, LLC held 0 XLF shares at 2022-03-31 per its 13F-HR filed 2022-04-13.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -6,826 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-12-31
    13F 6,826 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $266,000.

    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).

  3. period ended2021-09-30
    13F 6,526 shares
    Change vs previous 13F +279 shares

    0.03% of the 13F portfolio, value $244,000.

    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).

  4. period ended2021-06-30
    13F 6,247 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $229,000.

    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).

  5. period ended2021-03-31
    13F 6,247 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,000.

    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).