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Altrius Capital Management Inc: VYM position timeline

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

Altrius Capital Management Inc held 4,280 VYM 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 4,280 shares
    Change vs previous 13F +43 shares

    0.13% of the 13F portfolio, value $676,368.

    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 4,237 shares
    Change vs previous 13F +453 shares

    0.12% of the 13F portfolio, value $627,499.

    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 3,784 shares
    Change vs previous 13F +294 shares

    0.12% of the 13F portfolio, value $543,079.

    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 3,490 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $491,915.

    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).