COBIZ WEALTH, LLC: CI position timeline

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

COBIZ WEALTH, LLC held 43,663 CI shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

period ended2019-06-30
13F 43,663 shares
Change vs previous 13F -5,964 shares
1.36% of the 13F portfolio, value $6,879,000.
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).
period ended2019-03-31
13F/A 49,627 shares
Change vs previous 13F +2,238 shares
1.54% of the 13F portfolio, value $7,981,000.
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).
period ended2018-12-31
13F 47,389 shares
Change vs previous 13F not available
1.98% of the 13F portfolio, value $9,000,000.
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).