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Disclosery

COBIZ WEALTH, LLC: STZ position timeline

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

COBIZ WEALTH, LLC held 16,141 STZ 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 16,141 shares
    Change vs previous 13F +143 shares

    0.63% of the 13F portfolio, value $3,179,000.

    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 15,998 shares
    Change vs previous 13F +5,759 shares

    0.54% of the 13F portfolio, value $2,805,000.

    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 10,239 shares
    Change vs previous 13F -10,157 shares

    0.36% of the 13F portfolio, value $1,647,000.

    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 20,396 shares
    Change vs previous 13F -12 shares

    0.84% of the 13F portfolio, value $4,398,000.

    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 20,408 shares
    Change vs previous 13F +847 shares

    0.91% of the 13F portfolio, value $4,467,000.

    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 19,561 shares
    Change vs previous 13F +972 shares

    0.94% of the 13F portfolio, value $4,458,000.

    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 18,589 shares
    Change vs previous 13F +3,476 shares

    0.89% of the 13F portfolio, value $4,249,000.

    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 15,113 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,014,000.

    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).