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Disclosery

COBIZ WEALTH, LLC: SDY position timeline

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

COBIZ WEALTH, LLC held 287,827 SDY 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 287,827 shares
    Change vs previous 13F -3,565 shares

    5.74% of the 13F portfolio, value $29,036,000.

    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 291,392 shares
    Change vs previous 13F +9,374 shares

    5.58% of the 13F portfolio, value $28,967,000.

    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 282,018 shares
    Change vs previous 13F +31,259 shares

    5.55% of the 13F portfolio, value $25,246,000.

    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 250,759 shares
    Change vs previous 13F +957 shares

    4.72% of the 13F portfolio, value $24,557,000.

    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 249,802 shares
    Change vs previous 13F -2,733 shares

    4.7% of the 13F portfolio, value $23,157,000.

    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 252,535 shares
    Change vs previous 13F +910 shares

    4.87% of the 13F portfolio, value $23,031,000.

    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 251,625 shares
    Change vs previous 13F +6,169 shares

    4.97% of the 13F portfolio, value $23,774,000.

    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 245,456 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $22,417,000.

    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).