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Disclosery

BTC Capital Management, Inc.: EPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on EPR, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 11,886 EPR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,886 shares
    Change vs previous 13F +343 shares

    0.04% of the 13F portfolio, value $689,510.

    13F-HR 0001611848-26-000009 filed by BTC 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 ended2026-03-31
    13F 11,543 shares
    Change vs previous 13F +521 shares

    0.04% of the 13F portfolio, value $576,688.

    13F-HR 0001611848-26-000007 filed by BTC 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 ended2025-12-31
    13F 11,022 shares
    Change vs previous 13F +1,514 shares

    0.04% of the 13F portfolio, value $550,601.

    13F-HR 0001611848-26-000003 filed by BTC 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 ended2025-09-30
    13F 9,508 shares
    Change vs previous 13F +962 shares

    0.04% of the 13F portfolio, value $551,563.

    13F-HR 0001611848-25-000008 filed by BTC 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 ended2025-06-30
    13F 8,546 shares
    Change vs previous 13F +475 shares

    0.04% of the 13F portfolio, value $497,191.

    13F-HR 0001085146-25-003740 filed by BTC 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 ended2025-03-31
    13F 8,071 shares
    Change vs previous 13F +494 shares

    0.04% of the 13F portfolio, value $424,615.

    13F-HR 0001085146-25-001923 filed by BTC 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 ended2024-12-31
    13F 7,577 shares
    Change vs previous 13F +795 shares

    0.03% of the 13F portfolio, value $335,508.

    13F-HR 0001085146-25-000440 filed by BTC 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 ended2024-09-30
    13F 6,782 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $332,588.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).