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Altrius Capital Management Inc: SNY position timeline

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

Altrius Capital Management Inc held 238,747 SNY 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 238,747 shares
    Change vs previous 13F +17,235 shares

    1.93% of the 13F portfolio, value $10,184,977.

    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 221,512 shares
    Change vs previous 13F +26,853 shares

    2.12% of the 13F portfolio, value $10,672,482.

    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 194,659 shares
    Change vs previous 13F +2,235 shares

    2% of the 13F portfolio, value $9,433,189.

    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 192,424 shares
    Change vs previous 13F +26,326 shares

    2.07% of the 13F portfolio, value $9,082,453.

    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 166,098 shares
    Change vs previous 13F +2,505 shares

    1.88% of the 13F portfolio, value $8,024,235.

    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 163,593 shares
    Change vs previous 13F +1,653 shares

    2.21% of the 13F portfolio, value $9,072,915.

    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 161,940 shares
    Change vs previous 13F +7,865 shares

    2.1% of the 13F portfolio, value $7,810,391.

    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 154,075 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $8,879,372.

    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).