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Thematics Asset Management: ALRM position timeline

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

Thematics Asset Management held 68,345 ALRM 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 68,345 shares
    Change vs previous 13F -3,372 shares

    0.16% of the 13F portfolio, value $3,627,753.

    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 71,717 shares
    Change vs previous 13F -2,567 shares

    0.18% of the 13F portfolio, value $4,057,031.

    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 74,284 shares
    Change vs previous 13F -1,688 shares

    0.21% of the 13F portfolio, value $4,133,905.

    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 75,972 shares
    Change vs previous 13F -3,095 shares

    0.2% of the 13F portfolio, value $4,619,098.

    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 79,067 shares
    Change vs previous 13F +6,002 shares

    0.17% of the 13F portfolio, value $4,322,593.

    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 73,065 shares
    Change vs previous 13F +7,345 shares

    0.19% of the 13F portfolio, value $4,642,550.

    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 65,720 shares
    Change vs previous 13F -14,917 shares

    0.2% of the 13F portfolio, value $4,762,728.

    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 80,637 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,210,763.

    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).