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Disclosery

COBIZ WEALTH, LLC: LII position timeline

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

COBIZ WEALTH, LLC held 35,975 LII 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 35,975 shares
    Change vs previous 13F -2,002 shares

    1.96% of the 13F portfolio, value $9,893,000.

    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 37,977 shares
    Change vs previous 13F +467 shares

    1.93% of the 13F portfolio, value $10,041,000.

    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 37,510 shares
    Change vs previous 13F +603 shares

    1.8% of the 13F portfolio, value $8,209,000.

    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 36,907 shares
    Change vs previous 13F +106 shares

    1.55% of the 13F portfolio, value $8,060,000.

    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 36,801 shares
    Change vs previous 13F +189 shares

    1.49% of the 13F portfolio, value $7,366,000.

    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 36,612 shares
    Change vs previous 13F +112 shares

    1.58% of the 13F portfolio, value $7,482,000.

    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 36,500 shares
    Change vs previous 13F +3,987 shares

    1.59% of the 13F portfolio, value $7,601,000.

    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 32,513 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,819,000.

    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).