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Altrius Capital Management Inc: BTI position timeline

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

Altrius Capital Management Inc held 174,404 BTI 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 174,404 shares
    Change vs previous 13F +5,888 shares

    2.05% of the 13F portfolio, value $10,771,217.

    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 168,516 shares
    Change vs previous 13F +1,774 shares

    1.96% of the 13F portfolio, value $9,853,150.

    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 166,742 shares
    Change vs previous 13F +6,263 shares

    2% of the 13F portfolio, value $9,440,971.

    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 160,479 shares
    Change vs previous 13F -36,830 shares

    1.94% of the 13F portfolio, value $8,518,268.

    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 197,309 shares
    Change vs previous 13F -32,948 shares

    2.18% of the 13F portfolio, value $9,338,664.

    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 230,257 shares
    Change vs previous 13F -2,056 shares

    2.32% of the 13F portfolio, value $9,525,751.

    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 232,313 shares
    Change vs previous 13F -3,378 shares

    2.27% of the 13F portfolio, value $8,437,615.

    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 235,691 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $8,621,592.

    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).