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Disclosery

COBIZ WEALTH, LLC: FHLC position timeline

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

COBIZ WEALTH, LLC held 14,153 FHLC 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 14,153 shares
    Change vs previous 13F -32,873 shares

    0.13% of the 13F portfolio, value $637,000.

    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 47,026 shares
    Change vs previous 13F -14,468 shares

    0.4% of the 13F portfolio, value $2,093,000.

    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 61,494 shares
    Change vs previous 13F +43,704 shares

    0.56% of the 13F portfolio, value $2,541,000.

    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 17,790 shares
    Change vs previous 13F -35,752 shares

    0.16% of the 13F portfolio, value $832,000.

    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 53,542 shares
    Change vs previous 13F +43,350 shares

    0.45% of the 13F portfolio, value $2,211,000.

    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 10,192 shares
    Change vs previous 13F -54,113 shares

    0.09% of the 13F portfolio, value $406,000.

    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 64,305 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,572,000.

    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).