Notify me when Cobiz Wealth, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2019 | 112 | $506M | +$23M | -$52.3M | -$29.3M | RSP, SDY, IJR, AMZN, IVV | 13F-HR | 7/8/2019, 11:16 AM |
| Q1 2019 | 116 | $519M | +$32.6M | -$30.9M | +$1.76M | RSP, SDY, IJR, AMZN, AAPL | Restatement | 4/18/2019, 10:37 AM |
| Q4 2018 | 127 | $455M | +$53.2M | -$44.1M | +$9.08M | RSP, SDY, IJR, AMZN, AAPL | 13F-HR | 1/15/2019, 11:57 AM |
| Q3 2018 | 129 | $521M | +$11.5M | -$18.6M | -$7.08M | RSP, IJR, SDY, AAPL, AMZN | 13F-HR | 10/9/2018, 12:24 PM |
| Q2 2018 | 130 | $493M | +$53.5M | -$52M | +$1.5M | RSP, IJR, SDY, AAPL, AMZN | 13F-HR | 7/10/2018, 01:01 PM |
| Q1 2018 | 130 | $473M | +$60.1M | -$63.6M | -$3.56M | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 4/13/2018, 12:54 PM |
| Q4 2017 | 131 | $479M | +$21.7M | -$21.9M | -$297K | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 1/23/2018, 11:09 AM |
| Q3 2017 | 125 | $456M | +$8.48M | -$14.7M | -$6.23M | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 10/16/2017, 03:01 PM |
| Q2 2017 | 131 | $449M | +$16.7M | -$27M | -$10.3M | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 7/11/2017, 04:52 PM |
| Q1 2017 | 132 | $447M | +$26M | -$16.1M | +$9.93M | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 4/17/2017, 01:34 PM |
| Q4 2016 | 137 | $425M | +$18.2M | -$19M | -$733K | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 2/3/2017, 11:50 AM |
| Q3 2016 | 133 | $415M | +$29.9M | -$22.1M | +$7.83M | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 10/11/2016, 01:17 PM |
| Q2 2016 | 134 | $397M | +$14.4M | -$29.4M | -$15M | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 8/1/2016, 12:03 PM |
| Q1 2016 | 140 | $408M | +$21.3M | -$39.6M | -$18.3M | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 4/26/2016, 04:56 PM |
| Q4 2015 | 142 | $423M | +$19.7M | -$24.8M | -$5.06M | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 2/1/2016, 12:48 PM |
| Q3 2015 | 137 | $412M | +$28.7M | -$36M | -$7.36M | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 10/26/2015, 03:35 PM |
| Q2 2015 | 136 | $448M | +$16.9M | -$17.8M | -$941K | RSP, SDY, IJR, AAPL, WFC | 13F-HR | 7/29/2015, 03:20 PM |
| Q1 2015 | 128 | $448M | +$39.2M | -$39.4M | -$236K | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 4/27/2015, 03:44 PM |
| Q4 2014 | 130 | $437M | +$31.9M | -$36.6M | -$4.78M | RSP, SDY, IJR, UNP, AAPL | 13F-HR | 1/21/2015, 11:51 AM |
| Q3 2014 | 127 | $430M | +$9.58M | -$11.3M | -$1.72M | RSP, SDY, IJR, MLPI, AMLP | 13F-HR | 10/15/2014, 05:43 PM |
| Q2 2014 | 125 | $433M | +$32.2M | -$24.8M | +$7.45M | RSP, SDY, IJR, AMLP, WFC | 13F-HR | 7/29/2014, 01:21 PM |
| Q1 2014 | 120 | $419M | +$46.2M | -$40.5M | +$5.73M | SDY, RSP, IJR, JPM, AMLP | 13F-HR | 4/29/2014, 02:55 PM |
| Q4 2013 | 120 | $419M | $0 | $0 | SDY, RSP, DHS, AMLP, JPM | 13F-HR | 1/31/2014, 05:04 PM |