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Disclosery

COBIZ WEALTH, LLC: KO position timeline

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

COBIZ WEALTH, LLC held 4,215 KO 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 4,215 shares
    Change vs previous 13F +4,215 shares

    0.04% of the 13F portfolio, value $215,000.

    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 0 shares
    Change vs previous 13F -4,447 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2018-12-31
    13F 4,447 shares
    Change vs previous 13F -2,158 shares

    0.05% of the 13F portfolio, value $211,000.

    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 6,605 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $305,000.

    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 6,715 shares
    Change vs previous 13F +1,500 shares

    0.06% of the 13F portfolio, value $295,000.

    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 5,215 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $226,000.

    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 5,215 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $239,000.

    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 5,215 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $235,000.

    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).