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Disclosery

COBIZ WEALTH, LLC: ACN position timeline

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

COBIZ WEALTH, LLC held 49,344 ACN 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 49,344 shares
    Change vs previous 13F -2,888 shares

    1.8% of the 13F portfolio, value $9,117,000.

    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 52,232 shares
    Change vs previous 13F +129 shares

    1.77% of the 13F portfolio, value $9,194,000.

    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 52,103 shares
    Change vs previous 13F +190 shares

    1.61% of the 13F portfolio, value $7,347,000.

    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 51,913 shares
    Change vs previous 13F -364 shares

    1.7% of the 13F portfolio, value $8,836,000.

    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 52,277 shares
    Change vs previous 13F -322 shares

    1.74% of the 13F portfolio, value $8,552,000.

    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 52,599 shares
    Change vs previous 13F +196 shares

    1.71% of the 13F portfolio, value $8,074,000.

    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 52,403 shares
    Change vs previous 13F -2,011 shares

    1.68% of the 13F portfolio, value $8,022,000.

    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 54,414 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $7,350,000.

    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).