BTR CAPITAL MANAGEMENT INC: PHO position timeline

BTR CAPITAL MANAGEMENT INC held 20,864 PHO 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 20,864 shares

   Change vs previous 13F -350 shares

   0.15% of the 13F portfolio, value $955,000.

   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 21,214 shares

   Change vs previous 13F -195 shares

   0.14% of the 13F portfolio, value $981,000.

   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 21,409 shares

   Change vs previous 13F -2,261 shares

   0.14% of the 13F portfolio, value $1,135,000.

   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 23,670 shares

   Change vs previous 13F -3,845 shares

   0.16% of the 13F portfolio, value $1,440,000.

   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 27,515 shares

   Change vs previous 13F -75 shares

   0.19% of the 13F portfolio, value $1,506,000.

   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 27,590 shares

   Change vs previous 13F -175 shares

   0.18% of the 13F portfolio, value $1,477,000.

   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 27,765 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $1,372,000.

   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 27,765 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $1,290,000.

   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).