Altrius Capital Management Inc: PEG position timeline

Altrius Capital Management Inc held 0 PEG shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,442 shares

   13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,442 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $205,567.

   13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,442 shares

   Change vs previous 13F -564 shares

   0.05% of the 13F portfolio, value $200,976.

   13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 3,006 shares

   Change vs previous 13F -1,000 shares

   0.07% of the 13F portfolio, value $253,976.

   13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,006 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $357,375.

   13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).