Altrius Capital Management Inc: SPY position timeline

Altrius Capital Management Inc held 762 SPY 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 762 shares

   Change vs previous 13F -167 shares

   0.11% of the 13F portfolio, value $569,389.

   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 929 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $604,500.

   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 929 shares

   Change vs previous 13F -19 shares

   0.13% of the 13F portfolio, value $633,659.

   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 948 shares

   Change vs previous 13F -164 shares

   0.14% of the 13F portfolio, value $632,023.

   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 1,112 shares

   Change vs previous 13F -101 shares

   0.16% of the 13F portfolio, value $687,181.

   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 1,213 shares

   Change vs previous 13F +96 shares

   0.17% of the 13F portfolio, value $678,895.

   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 1,117 shares

   Change vs previous 13F -75 shares

   0.18% of the 13F portfolio, value $654,777.

   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 1,192 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $684,467.

   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).