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COBIZ WEALTH, LLC: FDX position timeline

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

COBIZ WEALTH, LLC held 1,695 FDX 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 1,695 shares
    Change vs previous 13F -1,043 shares

    0.05% of the 13F portfolio, value $278,000.

    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 2,738 shares
    Change vs previous 13F -21,707 shares

    0.1% of the 13F portfolio, value $497,000.

    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 24,445 shares
    Change vs previous 13F -1,083 shares

    0.87% of the 13F portfolio, value $3,944,000.

    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 25,528 shares
    Change vs previous 13F -154 shares

    1.18% of the 13F portfolio, value $6,147,000.

    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 25,682 shares
    Change vs previous 13F -96 shares

    1.18% of the 13F portfolio, value $5,831,000.

    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 25,778 shares
    Change vs previous 13F +306 shares

    1.31% of the 13F portfolio, value $6,190,000.

    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 25,472 shares
    Change vs previous 13F +202 shares

    1.33% of the 13F portfolio, value $6,356,000.

    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 25,270 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,700,000.

    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).