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Altrius Capital Management Inc: SPDW position timeline

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

Altrius Capital Management Inc held 32,312 SPDW 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 32,312 shares
    Change vs previous 13F -772 shares

    0.31% of the 13F portfolio, value $1,628,231.

    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 33,084 shares
    Change vs previous 13F +905 shares

    0.3% of the 13F portfolio, value $1,510,284.

    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 32,179 shares
    Change vs previous 13F +1,497 shares

    0.3% of the 13F portfolio, value $1,429,069.

    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 30,682 shares
    Change vs previous 13F +2,071 shares

    0.3% of the 13F portfolio, value $1,312,882.

    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 28,611 shares
    Change vs previous 13F +155 shares

    0.27% of the 13F portfolio, value $1,158,459.

    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 28,456 shares
    Change vs previous 13F +409 shares

    0.25% of the 13F portfolio, value $1,036,082.

    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 28,047 shares
    Change vs previous 13F -652 shares

    0.26% of the 13F portfolio, value $957,244.

    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 28,699 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,077,934.

    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).