Altrius Capital Management Inc: PFE position timeline

Altrius Capital Management Inc held 216,580 PFE 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 216,580 shares

   Change vs previous 13F +13,491 shares

   0.99% of the 13F portfolio, value $5,215,253.

   13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 203,089 shares

   Change vs previous 13F +6,115 shares

   1.13% of the 13F portfolio, value $5,702,766.

   13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 196,974 shares

   Change vs previous 13F +3,454 shares

   1.04% of the 13F portfolio, value $4,904,668.

   13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 193,520 shares

   Change vs previous 13F +6,490 shares

   1.12% of the 13F portfolio, value $4,930,908.

   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).

5. period ended2025-06-30

   13F 187,030 shares

   Change vs previous 13F +12,380 shares

   1.06% of the 13F portfolio, value $4,533,627.

   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).

6. period ended2025-03-31

   13F 174,650 shares

   Change vs previous 13F +5,016 shares

   1.08% of the 13F portfolio, value $4,425,646.

   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).

7. period ended2024-12-31

   13F 169,634 shares

   Change vs previous 13F +17,050 shares

   1.21% of the 13F portfolio, value $4,500,409.

   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).

8. period ended2024-09-30

   13F 152,584 shares

   Change vs previous 13F not available

   1.11% of the 13F portfolio, value $4,415,799.

   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).