Filer Snapshot

Autus Asset Management, LLC

CIK 0001513865. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

49

Latest Filing

24 Jan 2023

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 24 Jan 2023 for CIK 0001513865.

View Source Filing
Business address
16435 N. Scottsdale Road, Suite 105, Scottsdale, AZ, 85254
Top securities (13F)
VB, VEA, VCIT, AAPL, CVX, VCSH, HYG, ACN, COST, ABBV, MA, ABT, VWO, BRKB, GOOG, DCI, MKC, TJX, ISRG, and HON
State of incorporation
AZ
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Autus Asset Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $555.84M across 147 reported holdings for Q4 2022.
  • Largest parsed 13F holding: VB at $31.64M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 147 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2022 - 24 Jan 2023

VB

5.7%

Vanguard Index Fds

$31.64M

VEA

3.3%

Vanguard Tax Managed Fds

$18.4M

VCIT

3.1%

Vanguard Scottsdale Fds

$17.19M

AAPL

3%

Apple Inc

$16.71M

CVX

2.4%

Chevron Corp New

$13.43M

Latest update

What changed recently for Autus Asset Management, LLC

New filing available

Latest 13F period: Q4 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Jan 2023

Page type

Filer profile

Latest period

Q4 2022

Institutional portfolio context was refreshed from a 13F filing filed on 24 Jan 2023.

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Benchmark Context

Benchmark context for this company

Autus Asset Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q4 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Autus Asset Management, LLC has filed 49 SEC EDGAR filings since 25 Feb 2011. Common forms include 13F-HR.

Autus Asset Management, LLC SEC filings Autus Asset Management, LLC 13F portfolio

Latest Filings

Recent SEC filings for Autus Asset Management, LLC with direct links to document and filing folders.

13F-HR File 028-14436

13F-HR filing

Filing date
24 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
13 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-14436

13F-HR filing

Filing date
22 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-14436

13F-HR filing

Filing date
13 Apr 2022
Reporting date
31 Mar 2022
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13F-HR File 028-14436

13F-HR filing

Filing date
14 Jan 2022
Reporting date
31 Dec 2021
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13F-HR File 028-14436

13F-HR filing

Filing date
18 Oct 2021
Reporting date
30 Sep 2021
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13F-HR File 028-14436

13F-HR filing

Filing date
16 Jul 2021
Reporting date
30 Jun 2021
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13F-HR File 028-14436

13F-HR filing

Filing date
14 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
19 Jan 2021
Reporting date
31 Dec 2020
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13F-HR File 028-14436

13F-HR filing

Filing date
13 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
16 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
16 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
24 Jan 2020
Reporting date
31 Dec 2019
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13F-HR File 028-14436

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
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13F-HR File 028-14436

13F-HR filing

Filing date
15 Jul 2019
Reporting date
30 Jun 2019
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13F-HR File 028-14436

13F-HR filing

Filing date
16 Apr 2019
Reporting date
31 Mar 2019
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13F-HR File 028-14436

13F-HR filing

Filing date
11 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
26 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
03 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
24 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
01 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
08 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
09 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
04 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
03 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
07 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
08 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
10 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
11 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
10 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
10 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
06 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
17 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
12 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
01 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
25 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
13 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
22 Oct 2013
Reporting date
30 Sep 2013
SEC evidence
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13F-HR File 028-14436

13F-HR filing

Filing date
24 Jul 2013
Reporting date
30 Jun 2013
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
08 May 2013
Reporting date
31 Mar 2013
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
05 Feb 2013
Reporting date
31 Dec 2012
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
08 Nov 2012
Reporting date
30 Sep 2012
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
31 Jul 2012
Reporting date
30 Jun 2012
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
04 May 2012
Reporting date
31 Mar 2012
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
09 Feb 2012
Reporting date
31 Dec 2011
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
08 Nov 2011
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
25 Jul 2011
Reporting date
30 Jun 2011
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
29 Apr 2011
Reporting date
31 Mar 2011
SEC evidence
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13F-HR File 028-14436

AUTUS ASSET MANAGEMENT, LLC

Filing date
25 Feb 2011
Reporting date
31 Dec 2010
SEC evidence
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About this filer

Autus Asset Management, LLC files with the SEC under CIK 0001513865. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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