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Disclosery

COBIZ WEALTH, LLC: VWO position timeline

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

COBIZ WEALTH, LLC held 54,986 VWO 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 54,986 shares
    Change vs previous 13F -5,061 shares

    0.46% of the 13F portfolio, value $2,339,000.

    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 60,047 shares
    Change vs previous 13F +6,626 shares

    0.49% of the 13F portfolio, value $2,552,000.

    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 53,421 shares
    Change vs previous 13F +22,717 shares

    0.45% of the 13F portfolio, value $2,035,000.

    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 30,704 shares
    Change vs previous 13F +302 shares

    0.24% of the 13F portfolio, value $1,259,000.

    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 30,402 shares
    Change vs previous 13F +1,296 shares

    0.26% of the 13F portfolio, value $1,283,000.

    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 29,106 shares
    Change vs previous 13F +2,158 shares

    0.29% of the 13F portfolio, value $1,367,000.

    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 26,948 shares
    Change vs previous 13F +45 shares

    0.26% of the 13F portfolio, value $1,237,000.

    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 26,903 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,172,000.

    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).