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Disclosery

COBIZ WEALTH, LLC: DCI position timeline

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

COBIZ WEALTH, LLC held 4,280 DCI 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 4,280 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $218,000.

    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 4,280 shares
    Change vs previous 13F -1,860 shares

    0.04% of the 13F portfolio, value $214,000.

    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 6,140 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $266,000.

    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 6,140 shares
    Change vs previous 13F -275 shares

    0.07% of the 13F portfolio, value $358,000.

    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 6,415 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $289,000.

    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 6,715 shares
    Change vs previous 13F -650 shares

    0.06% of the 13F portfolio, value $303,000.

    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 7,365 shares
    Change vs previous 13F -380 shares

    0.08% of the 13F portfolio, value $361,000.

    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 7,745 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $356,000.

    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).