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Altrius Capital Management Inc: PM position timeline

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

Altrius Capital Management Inc held 44,148 PM 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 44,148 shares
    Change vs previous 13F +935 shares

    1.52% of the 13F portfolio, value $7,986,910.

    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 43,213 shares
    Change vs previous 13F +70 shares

    1.42% of the 13F portfolio, value $7,144,969.

    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 43,143 shares
    Change vs previous 13F +5,426 shares

    1.47% of the 13F portfolio, value $6,920,241.

    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 37,717 shares
    Change vs previous 13F -7,786 shares

    1.4% of the 13F portfolio, value $6,117,703.

    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 45,503 shares
    Change vs previous 13F -1,507 shares

    1.94% of the 13F portfolio, value $8,287,516.

    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 47,010 shares
    Change vs previous 13F -991 shares

    1.81% of the 13F portfolio, value $7,462,030.

    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 48,001 shares
    Change vs previous 13F -881 shares

    1.55% of the 13F portfolio, value $5,776,986.

    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 48,882 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,934,361.

    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).