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Altrius Capital Management Inc: SPYM position timeline

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

Altrius Capital Management Inc held 8,278 SPYM 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 8,278 shares
    Change vs previous 13F -475 shares

    0.14% of the 13F portfolio, value $727,470.

    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 8,753 shares
    Change vs previous 13F +658 shares

    0.13% of the 13F portfolio, value $669,954.

    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 8,095 shares
    Change vs previous 13F +366 shares

    0.14% of the 13F portfolio, value $649,380.

    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 7,729 shares
    Change vs previous 13F -2,682 shares

    0.14% of the 13F portfolio, value $605,489.

    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 10,411 shares
    Change vs previous 13F +81 shares

    0.18% of the 13F portfolio, value $756,775.

    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 10,330 shares
    Change vs previous 13F -886 shares

    0.17% of the 13F portfolio, value $679,300.

    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 11,216 shares
    Change vs previous 13F -1,211 shares

    0.21% of the 13F portfolio, value $773,231.

    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 12,427 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $838,946.

    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).