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Altrius Capital Management Inc: TM position timeline

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

Altrius Capital Management Inc held 57,767 TM 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 57,767 shares
    Change vs previous 13F +11,269 shares

    1.85% of the 13F portfolio, value $9,729,124.

    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 46,498 shares
    Change vs previous 13F -1,280 shares

    1.91% of the 13F portfolio, value $9,582,780.

    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 47,778 shares
    Change vs previous 13F +251 shares

    2.17% of the 13F portfolio, value $10,227,456.

    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 47,527 shares
    Change vs previous 13F +2,123 shares

    2.07% of the 13F portfolio, value $9,082,071.

    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 45,404 shares
    Change vs previous 13F +530 shares

    1.83% of the 13F portfolio, value $7,821,416.

    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 44,874 shares
    Change vs previous 13F +704 shares

    1.93% of the 13F portfolio, value $7,921,733.

    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 44,170 shares
    Change vs previous 13F +1,397 shares

    2.31% of the 13F portfolio, value $8,596,062.

    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 42,773 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $7,638,102.

    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).