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Altrius Capital Management Inc: BAESY position timeline

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

Altrius Capital Management Inc held 97,620 BAESY 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 97,620 shares
    Change vs previous 13F +5,779 shares

    1.82% of the 13F portfolio, value $9,561,959.

    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 91,841 shares
    Change vs previous 13F -2,037 shares

    2.13% of the 13F portfolio, value $10,699,571.

    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 93,878 shares
    Change vs previous 13F +4,911 shares

    1.85% of the 13F portfolio, value $8,719,455.

    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 88,967 shares
    Change vs previous 13F -6,886 shares

    2.27% of the 13F portfolio, value $9,939,400.

    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 95,853 shares
    Change vs previous 13F -1,391 shares

    2.35% of the 13F portfolio, value $10,071,281.

    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 97,244 shares
    Change vs previous 13F -15,924 shares

    1.94% of the 13F portfolio, value $7,996,379.

    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 113,168 shares
    Change vs previous 13F +3,662 shares

    1.74% of the 13F portfolio, value $6,468,686.

    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 109,506 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $7,265,727.

    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).