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Disclosery

COBIZ WEALTH, LLC: C position timeline

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

COBIZ WEALTH, LLC held 67,440 C 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 67,440 shares
    Change vs previous 13F +2,000 shares

    0.93% of the 13F portfolio, value $4,723,000.

    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 65,440 shares
    Change vs previous 13F +32,196 shares

    0.78% of the 13F portfolio, value $4,072,000.

    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 33,244 shares
    Change vs previous 13F -33,544 shares

    0.38% of the 13F portfolio, value $1,731,000.

    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 66,788 shares
    Change vs previous 13F -700 shares

    0.92% of the 13F portfolio, value $4,791,000.

    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 67,488 shares
    Change vs previous 13F +7,323 shares

    0.92% of the 13F portfolio, value $4,516,000.

    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 60,165 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,061,000.

    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).