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Disclosery

COBIZ WEALTH, LLC: PTY position timeline

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

COBIZ WEALTH, LLC held 10,000 PTY 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 10,000 shares
    Change vs previous 13F -4,000 shares

    0.04% of the 13F portfolio, value $181,000.

    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 14,000 shares
    Change vs previous 13F -1,350 shares

    0.05% of the 13F portfolio, value $245,000.

    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 15,350 shares
    Change vs previous 13F +2,651 shares

    0.05% of the 13F portfolio, value $235,000.

    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 12,699 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $227,000.

    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 12,699 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,000.

    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).