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Disclosery

COBIZ WEALTH, LLC: IBM position timeline

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

COBIZ WEALTH, LLC held 0 IBM shares at 2018-09-30 per its 13F-HR filed 2018-10-09.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 0 shares
    Change vs previous 13F -1,507 shares

    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).

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

  2. period ended2018-06-30
    13F 1,507 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $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).

  3. period ended2018-03-31
    13F 1,757 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $270,000.

    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).

  4. period ended2017-12-31
    13F 1,822 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $280,000.

    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).

  5. period ended2017-09-30
    13F 1,822 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $264,000.

    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).