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BTR CAPITAL MANAGEMENT INC: WPM position timeline

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

BTR CAPITAL MANAGEMENT INC held 88,933 WPM 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 88,933 shares
    Change vs previous 13F -12,050 shares

    0.45% of the 13F portfolio, value $2,878,000.

    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 100,983 shares
    Change vs previous 13F -255 shares

    0.52% of the 13F portfolio, value $3,638,000.

    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 101,238 shares
    Change vs previous 13F -2,504 shares

    0.59% of the 13F portfolio, value $4,817,000.

    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 103,742 shares
    Change vs previous 13F -957 shares

    0.5% of the 13F portfolio, value $4,454,000.

    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 104,699 shares
    Change vs previous 13F +391 shares

    0.49% of the 13F portfolio, value $3,935,000.

    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 104,308 shares
    Change vs previous 13F +2,620 shares

    0.57% of the 13F portfolio, value $4,597,000.

    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 101,688 shares
    Change vs previous 13F +9,853 shares

    0.57% of the 13F portfolio, value $3,885,000.

    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 91,835 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,833,000.

    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).