Skip to content
Disclosery

COBIZ WEALTH, LLC: TTC position timeline

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

COBIZ WEALTH, LLC held 0 TTC shares at 2019-03-31 per its 13F-HR/A filed 2019-04-18.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F/A 0 shares
    Change vs previous 13F -7,689 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-12-31
    13F 7,689 shares
    Change vs previous 13F -8,058 shares

    0.09% of the 13F portfolio, value $430,000.

    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).

  3. period ended2018-09-30
    13F 15,747 shares
    Change vs previous 13F -79,520 shares

    0.18% of the 13F portfolio, value $944,000.

    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).

  4. period ended2018-06-30
    13F 95,267 shares
    Change vs previous 13F +1,263 shares

    1.16% of the 13F portfolio, value $5,740,000.

    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).

  5. period ended2018-03-31
    13F 94,004 shares
    Change vs previous 13F +15,382 shares

    1.24% of the 13F portfolio, value $5,871,000.

    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).

  6. period ended2017-12-31
    13F 78,622 shares
    Change vs previous 13F -1,204 shares

    1.07% of the 13F portfolio, value $5,129,000.

    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).

  7. period ended2017-09-30
    13F 79,826 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,954,000.

    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).