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COBIZ WEALTH, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBIZ WEALTH, LLC on AAPL, newest first. How the timeline and the estimate are built.

COBIZ WEALTH, LLC held 75,723 AAPL shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 75,723 shares
    Change vs previous 13F -2,651 shares

    2.96% of the 13F portfolio, value $14,987,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F/A 78,374 shares
    Change vs previous 13F -1,085 shares

    2.87% of the 13F portfolio, value $14,887,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 79,459 shares
    Change vs previous 13F -535 shares

    2.75% of the 13F portfolio, value $12,534,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 79,994 shares
    Change vs previous 13F -12,792 shares

    3.47% of the 13F portfolio, value $18,058,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 92,786 shares
    Change vs previous 13F +873 shares

    3.49% of the 13F portfolio, value $17,176,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 91,913 shares
    Change vs previous 13F -596 shares

    3.26% of the 13F portfolio, value $15,421,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 92,509 shares
    Change vs previous 13F -1,036 shares

    3.27% of the 13F portfolio, value $15,655,000.

    13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 93,545 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $14,417,000.

    13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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