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Disclosery

COBIZ WEALTH, LLC: IVE position timeline

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

COBIZ WEALTH, LLC held 9,763 IVE 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 9,763 shares
    Change vs previous 13F -642 shares

    0.23% of the 13F portfolio, value $1,138,000.

    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 10,405 shares
    Change vs previous 13F -701 shares

    0.23% of the 13F portfolio, value $1,173,000.

    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 11,106 shares
    Change vs previous 13F -2,468 shares

    0.25% of the 13F portfolio, value $1,123,000.

    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 13,574 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $1,572,000.

    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 13,569 shares
    Change vs previous 13F +65 shares

    0.3% of the 13F portfolio, value $1,494,000.

    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 13,504 shares
    Change vs previous 13F -1,366 shares

    0.31% of the 13F portfolio, value $1,477,000.

    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 14,870 shares
    Change vs previous 13F -70 shares

    0.36% of the 13F portfolio, value $1,699,000.

    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 14,940 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,612,000.

    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).