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Altrius Capital Management Inc: MSM position timeline

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

Altrius Capital Management Inc held 62,228 MSM 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 62,228 shares
    Change vs previous 13F +63 shares

    1.41% of the 13F portfolio, value $7,402,041.

    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 62,165 shares
    Change vs previous 13F +3,304 shares

    1.14% of the 13F portfolio, value $5,736,042.

    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 58,861 shares
    Change vs previous 13F +1,405 shares

    1.05% of the 13F portfolio, value $4,950,249.

    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 57,456 shares
    Change vs previous 13F +382 shares

    1.21% of the 13F portfolio, value $5,294,017.

    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 57,074 shares
    Change vs previous 13F +549 shares

    1.13% of the 13F portfolio, value $4,852,431.

    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 56,525 shares
    Change vs previous 13F +2,387 shares

    1.07% of the 13F portfolio, value $4,390,296.

    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 54,138 shares
    Change vs previous 13F +159 shares

    1.09% of the 13F portfolio, value $4,043,567.

    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 53,979 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,645,432.

    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).