COBIZ WEALTH, LLC: BRK-B position timeline

COBIZ WEALTH, LLC held 4,096 BRK-B 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 4,096 shares

   Change vs previous 13F -95 shares

   0.17% of the 13F portfolio, value $873,000.

   13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
   Filed 2019-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

2. period ended2019-03-31

   13F/A 4,191 shares

   Change vs previous 13F -15 shares

   0.16% of the 13F portfolio, value $842,000.

   13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
   Filed 2019-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

3. period ended2018-12-31

   13F 4,206 shares

   Change vs previous 13F -316 shares

   0.19% of the 13F portfolio, value $859,000.

   13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
   Filed 2019-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

4. period ended2018-09-30

   13F 4,522 shares

   Change vs previous 13F -848 shares

   0.19% of the 13F portfolio, value $968,000.

   13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
   Filed 2018-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

5. period ended2018-06-30

   13F 5,370 shares

   Change vs previous 13F +798 shares

   0.2% of the 13F portfolio, value $1,002,000.

   13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
   Filed 2018-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

6. period ended2018-03-31

   13F 4,572 shares

   Change vs previous 13F -7 shares

   0.19% of the 13F portfolio, value $912,000.

   13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
   Filed 2018-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

7. period ended2017-12-31

   13F 4,579 shares

   Change vs previous 13F -107 shares

   0.19% of the 13F portfolio, value $908,000.

   13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
   Filed 2018-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

8. period ended2017-09-30

   13F 4,686 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $859,000.

   13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
   Filed 2017-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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