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Disclosery

COBIZ WEALTH, LLC: INTU position timeline

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

COBIZ WEALTH, LLC held 34,064 INTU 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 34,064 shares
    Change vs previous 13F -2,102 shares

    1.76% of the 13F portfolio, value $8,902,000.

    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 36,166 shares
    Change vs previous 13F -13,398 shares

    1.82% of the 13F portfolio, value $9,454,000.

    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 49,564 shares
    Change vs previous 13F +814 shares

    2.14% of the 13F portfolio, value $9,757,000.

    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 48,750 shares
    Change vs previous 13F -439 shares

    2.13% of the 13F portfolio, value $11,086,000.

    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 49,189 shares
    Change vs previous 13F +44 shares

    2.04% of the 13F portfolio, value $10,050,000.

    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 49,145 shares
    Change vs previous 13F +718 shares

    1.8% of the 13F portfolio, value $8,519,000.

    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 48,427 shares
    Change vs previous 13F -181 shares

    1.6% of the 13F portfolio, value $7,641,000.

    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 48,608 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $6,909,000.

    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).