COBIZ WEALTH, LLC SEC EDGAR Filings (CIK 0001324659)

SEC EDGAR filings, ownership reports, and insider transactions for COBIZ WEALTH, LLC.

Business address
1401 Lawrence Street, Suite 1200, Denver, CO, 80202
Top securities (13F)
RSP, SDY, IJR, AMZN, IVV, AAPL, MA, JPM, GOOGL, JNJ, CSCO, EW, MSFT, LII, VZ, COST, ACN, HON, INTU, and ECL
State of incorporation
CO
Fiscal year end
31 December
Former names
COBIZ INVESTMENT MANAGEMENT, LLC (to 11 Oct 2016), Alexander Capital Management Group, LLC (to 03 May 2010)
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COBIZ WEALTH, LLC has filed 64 SEC EDGAR filings since 27 Apr 2005

Latest Filings

Recent SEC filings for COBIZ WEALTH, LLC including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2019 30 Jun 2019 028-11324
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 18 Apr 2019 31 Mar 2019 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2019 31 Mar 2019 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2019 31 Dec 2018 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2018 30 Sep 2018 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2018 30 Jun 2018 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2018 31 Mar 2018 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2018 31 Dec 2017 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2017 30 Sep 2017 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2017 30 Jun 2017 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2017 31 Mar 2017 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2017 31 Dec 2016 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2016 30 Sep 2016 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2016 30 Jun 2016 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2016 31 Mar 2016 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2016 31 Dec 2015 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2015 30 Sep 2015 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2015 30 Jun 2015 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2015 31 Mar 2015 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2015 31 Dec 2014 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2014 30 Sep 2014 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2014 30 Jun 2014 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2014 31 Mar 2014 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2014 31 Dec 2013 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2013 30 Sep 2013 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2013 30 Jun 2013 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM1Q13_13F 30 Apr 2013 31 Mar 2013 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 4TH QTR 2012 13F 06 Feb 2013 31 Dec 2012 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 3Q 2012 13F CIM 26 Oct 2012 30 Sep 2012 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2012 30 Jun 2012 028-11324
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A CIM 4Q 2011 13F ADDITIONS 18 May 2012 31 Dec 2011 028-11324
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A CIM 4Q 2011 13F RESTATEMENT 18 May 2012 31 Dec 2011 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 13F 1Q12 14 May 2012 31 Mar 2012 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 4Q11 13F 14 Feb 2012 31 Dec 2011 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 13F 3Q2011 15 Nov 2011 30 Sep 2011 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 13F 2Q11 10 Aug 2011 30 Jun 2011 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR COBIZ INVESTMENT MANAGEMENT 13F 3-31-2011 12 May 2011 31 Mar 2011 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR CIM 4Q 2010 13F REPORT 10 Feb 2011 31 Dec 2010 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR COBIZ INVESTMENT MANAGEMENT 13F 9-30-2010 12 Nov 2010 30 Sep 2010 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR COBIZ INVESTMENT MANAGEMENT 13F 6-30-2010 06 Aug 2010 30 Jun 2010 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR ALEXANDER CAPITAL MANAGEMENT 03 May 2010 31 Mar 2010 028-11324
13F-HR Open 13F-HR document View SEC filing for 13F-HR ALEXANDER CAPITAL MANAGEMENT 16 Feb 2010 31 Dec 2009 028-11324

About this filer

COBIZ WEALTH, LLC files with the SEC under CIK 0001324659. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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