Altrius Capital Management Inc historic quarter change: Foreign Rights, New
In rights (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Altrius Capital Management Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1940646), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Single Point Partners, LLC | United States | $0.503B | 83 |
| Northwest Bancshares, Inc. | United States | $0.502B | 219 |
| Allegiance Financial Group Advisory Services LLC | United States | $0.503B | 198 |
| UPTICK PARTNERS, LLC | United States | $0.502B | 339 |
| MYCIO WEALTH PARTNERS, LLC | United States | $0.502B | 49 |
| Whitaker-Myers Wealth Managers, LTD. | United States | $0.502B | 108 |
| Peak Retirement Planning, Inc. | United States | $0.501B | 152 |
| Tradewinds Capital Management, LLC | United States | $0.504B | 719 |
| INDEPENDENT INVESTORS INC | United States | $0.504B | 70 |
| Serenus Wealth Advisors, LLC | United States | $0.501B | 68 |