COBIZ WEALTH, LLC: XLE position timeline

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

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

the latest 13F is the newest step

period ended2019-03-31
13F/A 0 shares
Change vs previous 13F -3,718 shares
13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
Filed 2019-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2018-12-31
13F 3,718 shares
Change vs previous 13F +3,718 shares
0.05% of the 13F portfolio, value $213,000.
13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
Filed 2019-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-12-31
13F 0 shares
Change vs previous 13F -9,420 shares
13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
Filed 2018-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2017-09-30
13F 9,420 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $645,000.
13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
Filed 2017-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC
Acceptance time not in the bulk data set (spec §4.2).