Filer Snapshot

COBIZ WEALTH, LLC

CIK 0001324659. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

24

Latest filing

08 Jul 2019

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Latest 13F portfolio

$505.51M

112 holdings for Q2 2019

Open portfolio

Largest parsed holding

RSP

$31.43M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 08 Jul 2019 for CIK 0001324659.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$505.51M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$505.51M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
RSP SDY IJR AMZN IVV
+15 moreAAPL MA JPM GOOGL JNJ CSCO EW MSFT LII VZ COST ACN HON INTU ECL

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

RSP SDY IJR AMZN IVV AAPL MA JPM
+12 moreGOOGL JNJ CSCO EW MSFT LII VZ COST ACN HON INTU ECL
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1401 Lawrence Street, Suite 1200, Denver, CO, 80202
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
CO
Fiscal year end
31 December
Former names on EDGAR
COBIZ INVESTMENT MANAGEMENT, LLC (to 11 Oct 2016), Alexander Capital Management Group, LLC (to 03 May 2010)

Filer intelligence

What SEC filings say about COBIZ WEALTH, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $505.51M across 112 reported holdings for Q2 2019.
  • Largest parsed 13F holding: RSP at $31.43M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 112 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2019 - 08 Jul 2019

Top 5 concentration

23%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$113.76M

Compared with $505.51M total 13F value.

Top 5 net change

-$2.03M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: HRC ยท Largest trim: ULTI

RSP SDY IJR AMZN IVV Other holdings

RSP

6.2%

Invesco Exchange Traded Fd Tr

$31.43M

SDY

5.7%

Spdr Series Trust S&P Divid Et

$29.04M

IJR

4.2%

Ishares Tr Core S&P Scp Etf

$21.25M

AMZN

3.2%

Amazon Com Inc Com

$16.31M

IVV

3.1%

Ishares Tr Core S&P500 Etf

$15.73M

Latest update

What changed recently for COBIZ WEALTH, LLC

New filing available

Latest 13F period: Q2 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Jul 2019

Page type

Filer profile

Latest period

Q2 2019

Institutional portfolio context was refreshed from a 13F filing filed on 08 Jul 2019.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

COBIZ WEALTH, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2019. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001324659 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
24
First seen
31 Jan 2014
Latest filing
08 Jul 2019
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

COBIZ WEALTH, LLC SEC filings COBIZ WEALTH, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 24 SEC filings for COBIZ WEALTH, LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
08 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
18 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
23 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .