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Disclosery

COBIZ WEALTH, LLC: BA position timeline

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

COBIZ WEALTH, LLC held 22,417 BA 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 22,417 shares
    Change vs previous 13F +2,012 shares

    1.61% of the 13F portfolio, value $8,160,000.

    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 20,405 shares
    Change vs previous 13F +4,015 shares

    1.5% of the 13F portfolio, value $7,783,000.

    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 16,390 shares
    Change vs previous 13F +109 shares

    1.16% of the 13F portfolio, value $5,286,000.

    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 16,281 shares
    Change vs previous 13F -488 shares

    1.16% of the 13F portfolio, value $6,055,000.

    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 16,769 shares
    Change vs previous 13F -580 shares

    1.14% of the 13F portfolio, value $5,626,000.

    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 17,349 shares
    Change vs previous 13F -7,020 shares

    1.2% of the 13F portfolio, value $5,688,000.

    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 24,369 shares
    Change vs previous 13F -15 shares

    1.5% of the 13F portfolio, value $7,187,000.

    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 24,384 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,199,000.

    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).