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BTR CAPITAL MANAGEMENT INC: PEP position timeline

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

BTR CAPITAL MANAGEMENT INC held 123,515 PEP 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 123,515 shares
    Change vs previous 13F -1,070 shares

    3.15% of the 13F portfolio, value $20,165,000.

    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 124,585 shares
    Change vs previous 13F -1,003 shares

    2.98% of the 13F portfolio, value $20,763,000.

    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 125,588 shares
    Change vs previous 13F +111 shares

    2.59% of the 13F portfolio, value $21,021,000.

    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 125,477 shares
    Change vs previous 13F +381 shares

    2.46% of the 13F portfolio, value $21,797,000.

    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 125,096 shares
    Change vs previous 13F -1,168 shares

    2.33% of the 13F portfolio, value $18,816,000.

    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 126,264 shares
    Change vs previous 13F +4,453 shares

    2.34% of the 13F portfolio, value $18,709,000.

    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 121,811 shares
    Change vs previous 13F -384 shares

    2.51% of the 13F portfolio, value $17,230,000.

    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 122,195 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $18,122,000.

    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).