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Disclosery

COBIZ WEALTH, LLC: EW position timeline

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

COBIZ WEALTH, LLC held 57,241 EW 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 57,241 shares
    Change vs previous 13F -2,121 shares

    2.09% of the 13F portfolio, value $10,575,000.

    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 59,362 shares
    Change vs previous 13F -4 shares

    2.19% of the 13F portfolio, value $11,358,000.

    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 59,366 shares
    Change vs previous 13F +1,113 shares

    2% of the 13F portfolio, value $9,093,000.

    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 58,253 shares
    Change vs previous 13F -489 shares

    1.95% of the 13F portfolio, value $10,142,000.

    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 58,742 shares
    Change vs previous 13F +198 shares

    1.74% of the 13F portfolio, value $8,551,000.

    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 58,544 shares
    Change vs previous 13F -364 shares

    1.73% of the 13F portfolio, value $8,168,000.

    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 58,908 shares
    Change vs previous 13F -307 shares

    1.39% of the 13F portfolio, value $6,640,000.

    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 59,215 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $6,473,000.

    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).