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Altrius Capital Management Inc: DOL position timeline

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

Altrius Capital Management Inc held 5,289 DOL 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 5,289 shares
    Change vs previous 13F -85 shares

    0.07% of the 13F portfolio, value $393,313.

    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 5,374 shares
    Change vs previous 13F -905 shares

    0.07% of the 13F portfolio, value $365,358.

    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 6,279 shares
    Change vs previous 13F -18 shares

    0.09% of the 13F portfolio, value $413,472.

    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 6,297 shares
    Change vs previous 13F -11,083 shares

    0.09% of the 13F portfolio, value $392,017.

    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 17,380 shares
    Change vs previous 13F -107 shares

    0.24% of the 13F portfolio, value $1,035,304.

    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 17,487 shares
    Change vs previous 13F +306 shares

    0.23% of the 13F portfolio, value $963,036.

    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 17,181 shares
    Change vs previous 13F +68 shares

    0.23% of the 13F portfolio, value $849,453.

    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 17,113 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $923,545.

    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).