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Altrius Capital Management Inc: AXAHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altrius Capital Management Inc on AXAHY, newest first. How the timeline and the estimate are built.

Altrius Capital Management Inc held 207,886 AXAHY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,886 shares
    Change vs previous 13F +7,370 shares

    1.98% of the 13F portfolio, value $10,444,201.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 200,516 shares
    Change vs previous 13F +6,085 shares

    1.84% of the 13F portfolio, value $9,221,137.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 194,431 shares
    Change vs previous 13F +22,669 shares

    1.98% of the 13F portfolio, value $9,330,767.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 171,762 shares
    Change vs previous 13F -14,309 shares

    1.88% of the 13F portfolio, value $8,234,282.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 186,071 shares
    Change vs previous 13F -2,084 shares

    2.14% of the 13F portfolio, value $9,139,820.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 188,155 shares
    Change vs previous 13F -24,113 shares

    1.95% of the 13F portfolio, value $8,039,874.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 212,268 shares
    Change vs previous 13F -1,649 shares

    2.03% of the 13F portfolio, value $7,552,504.

    13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 213,917 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $8,259,345.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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