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

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Jul 2019 30 Jun 2019 028-11324
13F-HR/A Open Document Open Filing 18 Apr 2019 31 Mar 2019 028-11324
13F-HR Open Document Open Filing 12 Apr 2019 31 Mar 2019 028-11324
13F-HR Open Document Open Filing 15 Jan 2019 31 Dec 2018 028-11324
13F-HR Open Document Open Filing 09 Oct 2018 30 Sep 2018 028-11324
13F-HR Open Document Open Filing 10 Jul 2018 30 Jun 2018 028-11324
13F-HR Open Document Open Filing 13 Apr 2018 31 Mar 2018 028-11324
13F-HR Open Document Open Filing 23 Jan 2018 31 Dec 2017 028-11324
13F-HR Open Document Open Filing 16 Oct 2017 30 Sep 2017 028-11324
13F-HR Open Document Open Filing 11 Jul 2017 30 Jun 2017 028-11324
13F-HR Open Document Open Filing 17 Apr 2017 31 Mar 2017 028-11324
13F-HR Open Document Open Filing 03 Feb 2017 31 Dec 2016 028-11324
13F-HR Open Document Open Filing 11 Oct 2016 30 Sep 2016 028-11324
13F-HR Open Document Open Filing 01 Aug 2016 30 Jun 2016 028-11324
13F-HR Open Document Open Filing 26 Apr 2016 31 Mar 2016 028-11324
13F-HR Open Document Open Filing 01 Feb 2016 31 Dec 2015 028-11324
13F-HR Open Document Open Filing 26 Oct 2015 30 Sep 2015 028-11324
13F-HR Open Document Open Filing 29 Jul 2015 30 Jun 2015 028-11324
13F-HR Open Document Open Filing 27 Apr 2015 31 Mar 2015 028-11324
13F-HR Open Document Open Filing 21 Jan 2015 31 Dec 2014 028-11324
13F-HR Open Document Open Filing 16 Oct 2014 30 Sep 2014 028-11324
13F-HR Open Document Open Filing 29 Jul 2014 30 Jun 2014 028-11324
13F-HR Open Document Open Filing 29 Apr 2014 31 Mar 2014 028-11324
13F-HR Open Document Open Filing 31 Jan 2014 31 Dec 2013 028-11324