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Disclosery

COBIZ WEALTH, LLC: UNH position timeline

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

COBIZ WEALTH, LLC held 30,712 UNH 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 30,712 shares
    Change vs previous 13F -1,712 shares

    1.48% of the 13F portfolio, value $7,494,000.

    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 32,424 shares
    Change vs previous 13F -337 shares

    1.54% of the 13F portfolio, value $8,017,000.

    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 32,761 shares
    Change vs previous 13F +558 shares

    1.79% of the 13F portfolio, value $8,161,000.

    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 32,203 shares
    Change vs previous 13F -151 shares

    1.65% of the 13F portfolio, value $8,567,000.

    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 32,354 shares
    Change vs previous 13F +69 shares

    1.61% of the 13F portfolio, value $7,938,000.

    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 32,285 shares
    Change vs previous 13F +276 shares

    1.46% of the 13F portfolio, value $6,909,000.

    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 32,009 shares
    Change vs previous 13F -687 shares

    1.47% of the 13F portfolio, value $7,057,000.

    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 32,696 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,404,000.

    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).