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Altrius Capital Management Inc: PEP position timeline

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

Altrius Capital Management Inc held 38,386 PEP 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 38,386 shares
    Change vs previous 13F +2,895 shares

    0.99% of the 13F portfolio, value $5,197,469.

    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 35,491 shares
    Change vs previous 13F +690 shares

    1.1% of the 13F portfolio, value $5,511,531.

    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 34,801 shares
    Change vs previous 13F +483 shares

    1.06% of the 13F portfolio, value $4,994,695.

    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 34,318 shares
    Change vs previous 13F +289 shares

    1.1% of the 13F portfolio, value $4,819,643.

    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 34,029 shares
    Change vs previous 13F +4,619 shares

    1.05% of the 13F portfolio, value $4,493,195.

    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 29,410 shares
    Change vs previous 13F +3,431 shares

    1.07% of the 13F portfolio, value $4,409,858.

    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 25,979 shares
    Change vs previous 13F +1,096 shares

    1.06% of the 13F portfolio, value $3,950,510.

    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 24,883 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,231,514.

    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).