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Disclosery

COBIZ WEALTH, LLC: IJJ position timeline

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

COBIZ WEALTH, LLC held 6,567 IJJ 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 6,567 shares
    Change vs previous 13F -839 shares

    0.21% of the 13F portfolio, value $1,047,000.

    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 7,406 shares
    Change vs previous 13F -633 shares

    0.22% of the 13F portfolio, value $1,163,000.

    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 8,039 shares
    Change vs previous 13F -1,458 shares

    0.24% of the 13F portfolio, value $1,112,000.

    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 9,497 shares
    Change vs previous 13F -552 shares

    0.31% of the 13F portfolio, value $1,589,000.

    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 10,049 shares
    Change vs previous 13F -674 shares

    0.33% of the 13F portfolio, value $1,628,000.

    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 10,723 shares
    Change vs previous 13F -761 shares

    0.35% of the 13F portfolio, value $1,657,000.

    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 11,484 shares
    Change vs previous 13F -175 shares

    0.38% of the 13F portfolio, value $1,839,000.

    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 11,659 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,781,000.

    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).