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Disclosery

COBIZ WEALTH, LLC: EL position timeline

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

COBIZ WEALTH, LLC held 5,570 EL 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 5,570 shares
    Change vs previous 13F -500 shares

    0.2% of the 13F portfolio, value $1,020,000.

    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 6,070 shares
    Change vs previous 13F -1,120 shares

    0.19% of the 13F portfolio, value $1,005,000.

    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 7,190 shares
    Change vs previous 13F -489 shares

    0.21% of the 13F portfolio, value $935,000.

    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 7,679 shares
    Change vs previous 13F -1,080 shares

    0.21% of the 13F portfolio, value $1,116,000.

    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 8,759 shares
    Change vs previous 13F -1,329 shares

    0.25% of the 13F portfolio, value $1,250,000.

    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 10,088 shares
    Change vs previous 13F -3,940 shares

    0.32% of the 13F portfolio, value $1,510,000.

    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 14,028 shares
    Change vs previous 13F -1,659 shares

    0.37% of the 13F portfolio, value $1,785,000.

    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 15,687 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,692,000.

    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).