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Disclosery

COBIZ WEALTH, LLC: IVV position timeline

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

COBIZ WEALTH, LLC held 53,366 IVV 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 53,366 shares
    Change vs previous 13F +8,230 shares

    3.11% of the 13F portfolio, value $15,730,000.

    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 45,136 shares
    Change vs previous 13F +5,946 shares

    2.47% of the 13F portfolio, value $12,844,000.

    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 39,190 shares
    Change vs previous 13F +15,913 shares

    2.17% of the 13F portfolio, value $9,861,000.

    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 23,277 shares
    Change vs previous 13F +719 shares

    1.31% of the 13F portfolio, value $6,814,000.

    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 22,558 shares
    Change vs previous 13F +1,720 shares

    1.25% of the 13F portfolio, value $6,160,000.

    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 20,838 shares
    Change vs previous 13F +722 shares

    1.17% of the 13F portfolio, value $5,530,000.

    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 20,116 shares
    Change vs previous 13F -463 shares

    1.13% of the 13F portfolio, value $5,408,000.

    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 20,579 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,205,000.

    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).