Skip to content
Disclosery

COBIZ WEALTH, LLC: COST position timeline

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

COBIZ WEALTH, LLC held 35,021 COST 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 35,021 shares
    Change vs previous 13F -2,203 shares

    1.83% of the 13F portfolio, value $9,255,000.

    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 37,224 shares
    Change vs previous 13F -215 shares

    1.74% of the 13F portfolio, value $9,013,000.

    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 37,439 shares
    Change vs previous 13F +762 shares

    1.68% of the 13F portfolio, value $7,627,000.

    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 36,677 shares
    Change vs previous 13F -440 shares

    1.65% of the 13F portfolio, value $8,615,000.

    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 37,117 shares
    Change vs previous 13F +369 shares

    1.57% of the 13F portfolio, value $7,757,000.

    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 36,748 shares
    Change vs previous 13F +11 shares

    1.46% of the 13F portfolio, value $6,924,000.

    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 36,737 shares
    Change vs previous 13F -1,101 shares

    1.43% of the 13F portfolio, value $6,837,000.

    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 37,838 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,216,000.

    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).