BTR CAPITAL MANAGEMENT INC: XLF position timeline

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

BTR CAPITAL MANAGEMENT INC held 6,985 XLF shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

period ended2022-09-30
13F 6,985 shares
Change vs previous 13F +6,985 shares
0.03% of the 13F portfolio, value $212,000.
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).
period ended2022-06-30
13F 0 shares
Change vs previous 13F -5,985 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 5,985 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $229,000.
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).
period ended2021-12-31
13F 5,985 shares
Change vs previous 13F +5,985 shares
0.03% of the 13F portfolio, value $234,000.
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).
period ended2020-12-31
13F 0 shares
Change vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.