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Disclosery

COBIZ WEALTH, LLC: IWN position timeline

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

COBIZ WEALTH, LLC held 11,210 IWN 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 11,210 shares
    Change vs previous 13F -460 shares

    0.27% of the 13F portfolio, value $1,351,000.

    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 11,670 shares
    Change vs previous 13F -405 shares

    0.27% of the 13F portfolio, value $1,399,000.

    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 12,075 shares
    Change vs previous 13F -824 shares

    0.29% of the 13F portfolio, value $1,299,000.

    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 12,899 shares
    Change vs previous 13F -300 shares

    0.33% of the 13F portfolio, value $1,716,000.

    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 13,199 shares
    Change vs previous 13F -140 shares

    0.35% of the 13F portfolio, value $1,741,000.

    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 13,339 shares
    Change vs previous 13F -156 shares

    0.34% of the 13F portfolio, value $1,626,000.

    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 13,495 shares
    Change vs previous 13F -619 shares

    0.35% of the 13F portfolio, value $1,697,000.

    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 14,114 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,752,000.

    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).