Skip to content
Disclosery

COBIZ WEALTH, LLC: USB position timeline

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

COBIZ WEALTH, LLC held 13,788 USB 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 13,788 shares
    Change vs previous 13F -600 shares

    0.14% of the 13F portfolio, value $722,000.

    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 14,388 shares
    Change vs previous 13F -1,838 shares

    0.13% of the 13F portfolio, value $693,000.

    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 16,226 shares
    Change vs previous 13F -1,078 shares

    0.16% of the 13F portfolio, value $742,000.

    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 17,304 shares
    Change vs previous 13F -396 shares

    0.18% of the 13F portfolio, value $914,000.

    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 17,700 shares
    Change vs previous 13F -2,265 shares

    0.18% of the 13F portfolio, value $885,000.

    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 19,965 shares
    Change vs previous 13F -2,817 shares

    0.21% of the 13F portfolio, value $1,008,000.

    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 22,782 shares
    Change vs previous 13F -1,533 shares

    0.26% of the 13F portfolio, value $1,221,000.

    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 24,315 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,303,000.

    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).