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Disclosery

COBIZ WEALTH, LLC: TRV position timeline

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

COBIZ WEALTH, LLC held 37,097 TRV 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 37,097 shares
    Change vs previous 13F -2,165 shares

    1.1% of the 13F portfolio, value $5,547,000.

    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 39,262 shares
    Change vs previous 13F +636 shares

    1.04% of the 13F portfolio, value $5,385,000.

    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 38,626 shares
    Change vs previous 13F -353 shares

    1.02% of the 13F portfolio, value $4,625,000.

    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 38,979 shares
    Change vs previous 13F -503 shares

    0.97% of the 13F portfolio, value $5,056,000.

    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 39,482 shares
    Change vs previous 13F +133 shares

    0.98% of the 13F portfolio, value $4,830,000.

    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 39,349 shares
    Change vs previous 13F -121 shares

    1.16% of the 13F portfolio, value $5,464,000.

    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 39,470 shares
    Change vs previous 13F -419 shares

    1.12% of the 13F portfolio, value $5,354,000.

    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 39,889 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,887,000.

    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).