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Thematics Asset Management: ACM position timeline

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

Thematics Asset Management held 112,081 ACM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 112,081 shares
    Change vs previous 13F -6,000 shares

    0.66% of the 13F portfolio, value $14,623,208.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 118,081 shares
    Change vs previous 13F +18,000 shares

    0.6% of the 13F portfolio, value $13,326,622.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 100,081 shares
    Change vs previous 13F -5,391 shares

    0.47% of the 13F portfolio, value $9,280,511.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 105,472 shares
    Change vs previous 13F -14,000 shares

    0.49% of the 13F portfolio, value $11,266,519.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 119,472 shares
    Change vs previous 13F -7,000 shares

    0.49% of the 13F portfolio, value $12,337,873.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 126,472 shares
    Change vs previous 13F +13,000 shares

    0.46% of the 13F portfolio, value $11,147,242.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 113,472 shares
    Change vs previous 13F -15,000 shares

    0.46% of the 13F portfolio, value $11,129,334.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 128,472 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $11,874,667.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).