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Thematics Asset Management: SFM position timeline

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

Thematics Asset Management held 27,284 SFM 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 27,284 shares
    Change vs previous 13F +4,576 shares

    0.13% of the 13F portfolio, value $2,968,499.

    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 22,708 shares
    Change vs previous 13F -3,702 shares

    0.17% of the 13F portfolio, value $3,738,645.

    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 26,410 shares
    Change vs previous 13F -19,654 shares

    0.2% of the 13F portfolio, value $4,031,222.

    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 46,064 shares
    Change vs previous 13F -3,860 shares

    0.26% of the 13F portfolio, value $5,853,352.

    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 49,924 shares
    Change vs previous 13F -6,804 shares

    0.22% of the 13F portfolio, value $5,512,109.

    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 56,728 shares
    Change vs previous 13F -8,501 shares

    0.19% of the 13F portfolio, value $4,745,864.

    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 65,229 shares
    Change vs previous 13F -13,326 shares

    0.17% of the 13F portfolio, value $4,205,966.

    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 78,555 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,779,281.

    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).