BTR CAPITAL MANAGEMENT INC: IBM position timeline

BTR CAPITAL MANAGEMENT INC held 24,698 IBM 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 24,698 shares

   Change vs previous 13F +17,686 shares

   0.46% of the 13F portfolio, value $2,934,000.

   13F-HR 0000883790-22-000008 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 7,012 shares

   Change vs previous 13F +1,360 shares

   0.14% of the 13F portfolio, value $990,000.

   13F-HR 0000883790-22-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 5,652 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $735,000.

   13F-HR 0000883790-22-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 5,652 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $755,000.

   13F-HR 0000883790-22-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 5,652 shares

   Change vs previous 13F -51 shares

   0.1% of the 13F portfolio, value $785,000.

   13F-HR 0000883790-21-000009 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 5,703 shares

   Change vs previous 13F +1,526 shares

   0.1% of the 13F portfolio, value $836,000.

   13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 4,177 shares

   Change vs previous 13F +595 shares

   0.08% of the 13F portfolio, value $557,000.

   13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 3,582 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $451,000.

   13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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