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Disclosery

COBIZ WEALTH, LLC: IVW position timeline

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

COBIZ WEALTH, LLC held 10,548 IVW 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 10,548 shares
    Change vs previous 13F +1,584 shares

    0.37% of the 13F portfolio, value $1,891,000.

    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 8,964 shares
    Change vs previous 13F +61 shares

    0.3% of the 13F portfolio, value $1,545,000.

    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 8,903 shares
    Change vs previous 13F +6,452 shares

    0.29% of the 13F portfolio, value $1,341,000.

    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 2,451 shares
    Change vs previous 13F +102 shares

    0.08% of the 13F portfolio, value $434,000.

    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 2,349 shares
    Change vs previous 13F +189 shares

    0.08% of the 13F portfolio, value $382,000.

    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 2,160 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $335,000.

    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 2,225 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $340,000.

    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 2,260 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $324,000.

    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).