Skip to content
Disclosery

COBIZ WEALTH, LLC: FENY position timeline

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

COBIZ WEALTH, LLC held 43,743 FENY 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 43,743 shares
    Change vs previous 13F -32,758 shares

    0.15% of the 13F portfolio, value $752,000.

    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 76,501 shares
    Change vs previous 13F -115,591 shares

    0.27% of the 13F portfolio, value $1,383,000.

    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 192,092 shares
    Change vs previous 13F +175,927 shares

    0.66% of the 13F portfolio, value $3,000,000.

    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 16,165 shares
    Change vs previous 13F +16,165 shares

    0.07% of the 13F portfolio, value $344,000.

    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 0 shares
    Change vs previous 13F -12,603 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2018-03-31
    13F 12,603 shares
    Change vs previous 13F -18,747 shares

    0.05% of the 13F portfolio, value $236,000.

    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 31,350 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $629,000.

    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).