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Disclosery

COBIZ WEALTH, LLC: ORCL position timeline

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

COBIZ WEALTH, LLC held 9,597 ORCL 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 9,597 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $547,000.

    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 9,597 shares
    Change vs previous 13F -2,150 shares

    0.1% of the 13F portfolio, value $515,000.

    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 11,747 shares
    Change vs previous 13F -1,292 shares

    0.12% of the 13F portfolio, value $530,000.

    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 13,039 shares
    Change vs previous 13F -7,736 shares

    0.13% of the 13F portfolio, value $672,000.

    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 20,775 shares
    Change vs previous 13F -133,073 shares

    0.19% of the 13F portfolio, value $915,000.

    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 153,848 shares
    Change vs previous 13F +3,033 shares

    1.49% of the 13F portfolio, value $7,039,000.

    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 150,815 shares
    Change vs previous 13F +2,213 shares

    1.49% of the 13F portfolio, value $7,131,000.

    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 148,602 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $7,185,000.

    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).