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Disclosery

COBIZ WEALTH, LLC: IWD position timeline

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

COBIZ WEALTH, LLC held 10,842 IWD 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 10,842 shares
    Change vs previous 13F -8,431 shares

    0.27% of the 13F portfolio, value $1,379,000.

    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 19,273 shares
    Change vs previous 13F -1,540 shares

    0.46% of the 13F portfolio, value $2,380,000.

    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 20,813 shares
    Change vs previous 13F +12,004 shares

    0.51% of the 13F portfolio, value $2,311,000.

    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 8,809 shares
    Change vs previous 13F -140 shares

    0.21% of the 13F portfolio, value $1,115,000.

    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 8,949 shares
    Change vs previous 13F -483 shares

    0.22% of the 13F portfolio, value $1,086,000.

    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 9,432 shares
    Change vs previous 13F -620 shares

    0.24% of the 13F portfolio, value $1,131,000.

    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 10,052 shares
    Change vs previous 13F -37 shares

    0.26% of the 13F portfolio, value $1,250,000.

    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 10,089 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,196,000.

    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).