Skip to content
Disclosery

COBIZ WEALTH, LLC: EXPE position timeline

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

COBIZ WEALTH, LLC held 31,586 EXPE 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 31,586 shares
    Change vs previous 13F -2,023 shares

    0.83% of the 13F portfolio, value $4,202,000.

    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 33,609 shares
    Change vs previous 13F +911 shares

    0.77% of the 13F portfolio, value $3,999,000.

    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 32,698 shares
    Change vs previous 13F +61 shares

    0.81% of the 13F portfolio, value $3,683,000.

    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 32,637 shares
    Change vs previous 13F +410 shares

    0.82% of the 13F portfolio, value $4,258,000.

    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 32,227 shares
    Change vs previous 13F -106 shares

    0.79% of the 13F portfolio, value $3,873,000.

    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 32,333 shares
    Change vs previous 13F -664 shares

    0.76% of the 13F portfolio, value $3,570,000.

    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 32,997 shares
    Change vs previous 13F -1,557 shares

    0.83% of the 13F portfolio, value $3,952,000.

    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 34,554 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,974,000.

    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).