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Disclosery

COBIZ WEALTH, LLC: DIS position timeline

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

COBIZ WEALTH, LLC held 57,755 DIS 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 57,755 shares
    Change vs previous 13F +10,171 shares

    1.6% of the 13F portfolio, value $8,065,000.

    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 47,584 shares
    Change vs previous 13F +5 shares

    1.02% of the 13F portfolio, value $5,283,000.

    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 47,579 shares
    Change vs previous 13F +1,098 shares

    1.15% of the 13F portfolio, value $5,217,000.

    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 46,481 shares
    Change vs previous 13F -693 shares

    1.04% of the 13F portfolio, value $5,435,000.

    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 47,174 shares
    Change vs previous 13F -668 shares

    1% of the 13F portfolio, value $4,944,000.

    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 47,842 shares
    Change vs previous 13F -25 shares

    1.02% of the 13F portfolio, value $4,805,000.

    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 47,867 shares
    Change vs previous 13F -1,064 shares

    1.08% of the 13F portfolio, value $5,146,000.

    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 48,931 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,823,000.

    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).