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Altrius Capital Management Inc: BSJR position timeline

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

Altrius Capital Management Inc held 63,205 BSJR 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 63,205 shares
    Change vs previous 13F -1,514 shares

    0.27% of the 13F portfolio, value $1,412,353.

    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 64,719 shares
    Change vs previous 13F -5,367 shares

    0.29% of the 13F portfolio, value $1,447,440.

    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 70,086 shares
    Change vs previous 13F -4,405 shares

    0.34% of the 13F portfolio, value $1,584,966.

    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 74,491 shares
    Change vs previous 13F -8,659 shares

    0.39% of the 13F portfolio, value $1,693,925.

    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 83,150 shares
    Change vs previous 13F -12,036 shares

    0.44% of the 13F portfolio, value $1,887,920.

    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 95,186 shares
    Change vs previous 13F +3,504 shares

    0.52% of the 13F portfolio, value $2,132,623.

    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 91,682 shares
    Change vs previous 13F +48,036 shares

    0.55% of the 13F portfolio, value $2,053,676.

    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 43,646 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $990,764.

    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).