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Altrius Capital Management Inc: BP position timeline

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

Altrius Capital Management Inc held 259,662 BP 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 259,662 shares
    Change vs previous 13F -12,514 shares

    1.82% of the 13F portfolio, value $9,594,521.

    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 272,176 shares
    Change vs previous 13F -3,418 shares

    2.55% of the 13F portfolio, value $12,792,291.

    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 275,594 shares
    Change vs previous 13F -2,711 shares

    2.03% of the 13F portfolio, value $9,571,389.

    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 278,305 shares
    Change vs previous 13F +1,669 shares

    2.19% of the 13F portfolio, value $9,590,421.

    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 276,636 shares
    Change vs previous 13F +1,901 shares

    1.94% of the 13F portfolio, value $8,279,733.

    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 274,735 shares
    Change vs previous 13F +2,208 shares

    2.26% of the 13F portfolio, value $9,283,320.

    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 272,527 shares
    Change vs previous 13F +38,751 shares

    2.17% of the 13F portfolio, value $8,055,908.

    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 233,776 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,338,238.

    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).