Advertisement
Screener

Altrius Capital Management Inc Historic Quarter Change: USA Funds, Sold Out

Altrius Capital Management Inc historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 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 NameCountry13F ValueHoldings
Single Point Partners, LLCUnited States$0.503B83
Northwest Bancshares, Inc.United States$0.502B219
Allegiance Financial Group Advisory Services LLCUnited States$0.503B198
UPTICK PARTNERS, LLCUnited States$0.502B339
MYCIO WEALTH PARTNERS, LLCUnited States$0.502B49
Whitaker-Myers Wealth Managers, LTD.United States$0.502B108
Peak Retirement Planning, Inc.United States$0.501B152
Tradewinds Capital Management, LLCUnited States$0.504B719
INDEPENDENT INVESTORS INCUnited States$0.504B70
Serenus Wealth Advisors, LLCUnited States$0.501B68