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BTR CAPITAL MANAGEMENT INC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTR CAPITAL MANAGEMENT INC on BRK-B, newest first. How the timeline and the estimate are built.

BTR CAPITAL MANAGEMENT INC held 9,888 BRK-B shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 9,888 shares
    Change vs previous 13F +126 shares

    0.41% of the 13F portfolio, value $2,640,000.

    13F-HR 0000883790-22-000008 filed by BTR 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 ended2022-06-30
    13F 9,762 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $2,665,000.

    13F-HR 0000883790-22-000006 filed by BTR 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 ended2022-03-31
    13F 9,809 shares
    Change vs previous 13F +155 shares

    0.43% of the 13F portfolio, value $3,462,000.

    13F-HR 0000883790-22-000004 filed by BTR 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 ended2021-12-31
    13F 9,654 shares
    Change vs previous 13F +144 shares

    0.33% of the 13F portfolio, value $2,887,000.

    13F-HR 0000883790-22-000002 filed by BTR 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 ended2021-09-30
    13F 9,510 shares
    Change vs previous 13F -200 shares

    0.32% of the 13F portfolio, value $2,596,000.

    13F-HR 0000883790-21-000009 filed by BTR 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 ended2021-06-30
    13F 9,710 shares
    Change vs previous 13F -500 shares

    0.34% of the 13F portfolio, value $2,699,000.

    13F-HR 0000883790-21-000006 filed by BTR 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 ended2021-03-31
    13F 10,210 shares
    Change vs previous 13F +750 shares

    0.38% of the 13F portfolio, value $2,608,000.

    13F-HR 0000883790-21-000004 filed by BTR 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 ended2020-12-31
    13F 9,460 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,193,000.

    13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).