COBIZ WEALTH, LLC: MCD position timeline

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

COBIZ WEALTH, LLC held 1,000 MCD shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

period ended2019-06-30
13F 1,000 shares
Change vs previous 13F -400 shares
0.04% of the 13F portfolio, value $208,000.
13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
Filed 2019-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2019-03-31
13F/A 1,400 shares
Change vs previous 13F -25 shares
0.05% of the 13F portfolio, value $266,000.
13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
Filed 2019-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-12-31
13F 1,425 shares
Change vs previous 13F +25 shares
0.06% of the 13F portfolio, value $253,000.
13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
Filed 2019-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-09-30
13F 1,400 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $234,000.
13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
Filed 2018-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC
Acceptance time not in the bulk data set (spec §4.2).