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Disclosery

COBIZ WEALTH, LLC: IJH position timeline

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

COBIZ WEALTH, LLC held 38,328 IJH 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 38,328 shares
    Change vs previous 13F -1,445 shares

    1.47% of the 13F portfolio, value $7,446,000.

    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 39,773 shares
    Change vs previous 13F +241 shares

    1.45% of the 13F portfolio, value $7,533,000.

    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 39,532 shares
    Change vs previous 13F -3,939 shares

    1.44% of the 13F portfolio, value $6,565,000.

    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 43,471 shares
    Change vs previous 13F +240 shares

    1.68% of the 13F portfolio, value $8,750,000.

    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 43,231 shares
    Change vs previous 13F +1,451 shares

    1.71% of the 13F portfolio, value $8,421,000.

    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 41,780 shares
    Change vs previous 13F +738 shares

    1.66% of the 13F portfolio, value $7,837,000.

    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 41,042 shares
    Change vs previous 13F +992 shares

    1.63% of the 13F portfolio, value $7,789,000.

    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 40,050 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $7,165,000.

    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).