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Disclosery

COBIZ WEALTH, LLC: META position timeline

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

COBIZ WEALTH, LLC held 1,247 META 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 1,247 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $241,000.

    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 1,357 shares
    Change vs previous 13F -1,854 shares

    0.04% of the 13F portfolio, value $226,000.

    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 3,211 shares
    Change vs previous 13F -56,183 shares

    0.09% of the 13F portfolio, value $421,000.

    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 59,394 shares
    Change vs previous 13F -59 shares

    1.88% of the 13F portfolio, value $9,768,000.

    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 59,453 shares
    Change vs previous 13F +3,019 shares

    2.34% of the 13F portfolio, value $11,553,000.

    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 56,434 shares
    Change vs previous 13F +14,951 shares

    1.91% of the 13F portfolio, value $9,018,000.

    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 41,483 shares
    Change vs previous 13F +326 shares

    1.53% of the 13F portfolio, value $7,320,000.

    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 41,157 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $7,032,000.

    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).