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Disclosery

COBIZ WEALTH, LLC: MA position timeline

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

COBIZ WEALTH, LLC held 47,796 MA 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 47,796 shares
    Change vs previous 13F -3,246 shares

    2.5% of the 13F portfolio, value $12,643,000.

    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 51,042 shares
    Change vs previous 13F -15,382 shares

    2.32% of the 13F portfolio, value $12,018,000.

    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 66,424 shares
    Change vs previous 13F +1,257 shares

    2.75% of the 13F portfolio, value $12,531,000.

    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 65,167 shares
    Change vs previous 13F -520 shares

    2.79% of the 13F portfolio, value $14,507,000.

    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 65,687 shares
    Change vs previous 13F -177 shares

    2.62% of the 13F portfolio, value $12,909,000.

    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 65,864 shares
    Change vs previous 13F +473 shares

    2.44% of the 13F portfolio, value $11,537,000.

    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 65,391 shares
    Change vs previous 13F -330 shares

    2.07% of the 13F portfolio, value $9,898,000.

    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 65,721 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $9,280,000.

    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).