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Disclosery

COBIZ WEALTH, LLC: WFC position timeline

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

COBIZ WEALTH, LLC held 5,730 WFC 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 5,730 shares
    Change vs previous 13F -14,497 shares

    0.05% of the 13F portfolio, value $271,000.

    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 20,227 shares
    Change vs previous 13F -5,610 shares

    0.19% of the 13F portfolio, value $977,000.

    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 25,837 shares
    Change vs previous 13F -2,254 shares

    0.26% of the 13F portfolio, value $1,191,000.

    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 28,091 shares
    Change vs previous 13F -8,255 shares

    0.28% of the 13F portfolio, value $1,476,000.

    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 36,346 shares
    Change vs previous 13F -14,961 shares

    0.41% of the 13F portfolio, value $2,015,000.

    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 51,307 shares
    Change vs previous 13F -9,061 shares

    0.57% of the 13F portfolio, value $2,689,000.

    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 60,368 shares
    Change vs previous 13F -73,123 shares

    0.77% of the 13F portfolio, value $3,663,000.

    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 133,491 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $7,362,000.

    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).