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Altrius Capital Management Inc: DIVD position timeline

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

Altrius Capital Management Inc held 154,469 DIVD 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 154,469 shares
    Change vs previous 13F -10,215 shares

    1.25% of the 13F portfolio, value $6,570,297.

    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 164,684 shares
    Change vs previous 13F +9,522 shares

    1.34% of the 13F portfolio, value $6,756,734.

    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 155,162 shares
    Change vs previous 13F +28,909 shares

    1.27% of the 13F portfolio, value $5,979,194.

    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 126,253 shares
    Change vs previous 13F +12,202 shares

    1.06% of the 13F portfolio, value $4,656,052.

    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 114,051 shares
    Change vs previous 13F +77,930 shares

    0.95% of the 13F portfolio, value $4,066,868.

    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 36,121 shares
    Change vs previous 13F +2,133 shares

    0.3% of the 13F portfolio, value $1,249,924.

    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 33,988 shares
    Change vs previous 13F -566 shares

    0.29% of the 13F portfolio, value $1,070,475.

    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 34,554 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,179,339.

    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).