Skip to content
Disclosery

BTR CAPITAL MANAGEMENT INC: WM position timeline

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

BTR CAPITAL MANAGEMENT INC held 12,854 WM 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 12,854 shares
    Change vs previous 13F +311 shares

    0.32% of the 13F portfolio, value $2,059,000.

    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 12,543 shares
    Change vs previous 13F -775 shares

    0.28% of the 13F portfolio, value $1,919,000.

    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 13,318 shares
    Change vs previous 13F +227 shares

    0.26% of the 13F portfolio, value $2,111,000.

    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 13,091 shares
    Change vs previous 13F +25 shares

    0.25% of the 13F portfolio, value $2,185,000.

    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 13,066 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,952,000.

    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 13,066 shares
    Change vs previous 13F -500 shares

    0.23% of the 13F portfolio, value $1,831,000.

    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 13,566 shares
    Change vs previous 13F +260 shares

    0.25% of the 13F portfolio, value $1,750,000.

    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 13,306 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,569,000.

    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).