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Disclosery

COBIZ WEALTH, LLC: IJR position timeline

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

COBIZ WEALTH, LLC held 271,506 IJR 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 271,506 shares
    Change vs previous 13F -12,609 shares

    4.2% of the 13F portfolio, value $21,253,000.

    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 284,115 shares
    Change vs previous 13F -3,052 shares

    4.22% of the 13F portfolio, value $21,919,000.

    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 287,167 shares
    Change vs previous 13F -9,068 shares

    4.37% of the 13F portfolio, value $19,906,000.

    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 296,235 shares
    Change vs previous 13F -524 shares

    4.96% of the 13F portfolio, value $25,844,000.

    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 296,759 shares
    Change vs previous 13F +16,442 shares

    5.03% of the 13F portfolio, value $24,768,000.

    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 280,317 shares
    Change vs previous 13F +9,309 shares

    4.57% of the 13F portfolio, value $21,587,000.

    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 271,008 shares
    Change vs previous 13F +5,671 shares

    4.35% of the 13F portfolio, value $20,816,000.

    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 265,337 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $19,693,000.

    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).