Skip to content
Disclosery

COBIZ WEALTH, LLC: EFA position timeline

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

COBIZ WEALTH, LLC held 15,146 EFA 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 15,146 shares
    Change vs previous 13F -2,297 shares

    0.2% of the 13F portfolio, value $996,000.

    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 17,443 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $1,131,000.

    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 17,448 shares
    Change vs previous 13F -1,394 shares

    0.23% of the 13F portfolio, value $1,026,000.

    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 18,842 shares
    Change vs previous 13F -356 shares

    0.25% of the 13F portfolio, value $1,281,000.

    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 19,198 shares
    Change vs previous 13F -688 shares

    0.26% of the 13F portfolio, value $1,286,000.

    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 19,886 shares
    Change vs previous 13F -37 shares

    0.29% of the 13F portfolio, value $1,386,000.

    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 19,923 shares
    Change vs previous 13F -350 shares

    0.29% of the 13F portfolio, value $1,401,000.

    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 20,273 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,388,000.

    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).