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Disclosery

COBIZ WEALTH, LLC: CHKP position timeline

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

COBIZ WEALTH, LLC held 0 CHKP shares at 2018-09-30 per its 13F-HR filed 2018-10-09.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 0 shares
    Change vs previous 13F -2,387 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-06-30
    13F 2,387 shares
    Change vs previous 13F -6,555 shares

    0.05% of the 13F portfolio, value $233,000.

    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).

  3. period ended2018-03-31
    13F 8,942 shares
    Change vs previous 13F -42,076 shares

    0.19% of the 13F portfolio, value $888,000.

    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).

  4. period ended2017-12-31
    13F 51,018 shares
    Change vs previous 13F +681 shares

    1.1% of the 13F portfolio, value $5,286,000.

    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).

  5. period ended2017-09-30
    13F 50,337 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,739,000.

    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).