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Disclosery

COBIZ WEALTH, LLC: PEP position timeline

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

COBIZ WEALTH, LLC held 49,533 PEP 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 49,533 shares
    Change vs previous 13F -1,760 shares

    1.28% of the 13F portfolio, value $6,495,000.

    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 51,293 shares
    Change vs previous 13F +2,849 shares

    1.21% of the 13F portfolio, value $6,286,000.

    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 48,444 shares
    Change vs previous 13F +44,419 shares

    1.18% of the 13F portfolio, value $5,352,000.

    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 4,025 shares
    Change vs previous 13F -914 shares

    0.09% of the 13F portfolio, value $450,000.

    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 4,939 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $538,000.

    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 4,803 shares
    Change vs previous 13F -46 shares

    0.11% of the 13F portfolio, value $524,000.

    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 4,849 shares
    Change vs previous 13F -1,219 shares

    0.12% of the 13F portfolio, value $581,000.

    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 6,068 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $676,000.

    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).