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Disclosery

COBIZ WEALTH, LLC: AVGO position timeline

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

COBIZ WEALTH, LLC held 25,385 AVGO 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 25,385 shares
    Change vs previous 13F -1,297 shares

    1.45% of the 13F portfolio, value $7,307,000.

    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 26,682 shares
    Change vs previous 13F +8 shares

    1.55% of the 13F portfolio, value $8,024,000.

    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 26,674 shares
    Change vs previous 13F +665 shares

    1.49% of the 13F portfolio, value $6,783,000.

    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 26,009 shares
    Change vs previous 13F -671 shares

    1.23% of the 13F portfolio, value $6,417,000.

    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 26,680 shares
    Change vs previous 13F +111 shares

    1.31% of the 13F portfolio, value $6,474,000.

    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 26,569 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,261,000.

    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).