Notify me when COBIZ WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2019 | 112 | $505,511,000 | +$23,004,351 | -$52,256,418 | -$29,252,067 | RSP, SDY, IJR, AMZN, IVV | 13F-HR | 08 Jul 2019, 11:16 |
| Q1 2019 | 116 | $518,957,000 | +$32,635,507 | -$30,873,911 | +$1,761,596 | RSP, SDY, IJR, AMZN, AAPL | Restatement | 18 Apr 2019, 10:37 |
| Q4 2018 | 127 | $455,161,000 | +$53,188,080 | -$44,113,043 | +$9,075,037 | RSP, SDY, IJR, AMZN, AAPL | 13F-HR | 15 Jan 2019, 11:57 |
| Q3 2018 | 129 | $520,755,000 | +$11,485,208 | -$18,564,730 | -$7,079,522 | RSP, IJR, SDY, AAPL, AMZN | 13F-HR | 09 Oct 2018, 12:24 |
| Q2 2018 | 130 | $492,764,000 | +$53,468,789 | -$51,971,958 | +$1,496,831 | RSP, IJR, SDY, AAPL, AMZN | 13F-HR | 10 Jul 2018, 13:01 |
| Q1 2018 | 130 | $472,720,000 | +$60,053,370 | -$63,611,175 | -$3,557,805 | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 13 Apr 2018, 12:54 |
| Q4 2017 | 131 | $478,515,000 | +$21,650,655 | -$21,947,690 | -$297,035 | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 23 Jan 2018, 11:09 |
| Q3 2017 | 125 | $456,234,000 | +$8,484,619 | -$14,719,017 | -$6,234,398 | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 16 Oct 2017, 15:01 |
| Q2 2017 | 131 | $448,546,000 | +$16,659,534 | -$26,995,320 | -$10,335,786 | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 11 Jul 2017, 16:52 |
| Q1 2017 | 132 | $446,898,000 | +$26,032,627 | -$16,098,204 | +$9,934,423 | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 17 Apr 2017, 13:34 |
| Q4 2016 | 137 | $424,743,000 | +$18,232,788 | -$18,965,769 | -$732,981 | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 03 Feb 2017, 11:50 |
| Q3 2016 | 133 | $414,875,000 | +$29,904,614 | -$22,073,988 | +$7,830,626 | RSP, SDY, IJR, AAPL, AMZN | 13F-HR | 11 Oct 2016, 13:17 |
| Q2 2016 | 134 | $397,174,000 | +$14,363,554 | -$29,367,571 | -$15,004,017 | RSP, SDY, IJR, AAPL, JPM | 13F-HR | 01 Aug 2016, 12:03 |
| Q1 2016 | 140 | $407,638,000 | +$21,293,012 | -$39,573,018 | -$18,280,006 | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 26 Apr 2016, 16:56 |
| Q4 2015 | 142 | $423,077,000 | +$19,714,748 | -$24,777,976 | -$5,063,228 | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 01 Feb 2016, 12:48 |
| Q3 2015 | 137 | $411,606,000 | +$28,660,722 | -$36,023,467 | -$7,362,745 | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 26 Oct 2015, 15:35 |
| Q2 2015 | 136 | $447,642,000 | +$16,879,470 | -$17,820,096 | -$940,626 | RSP, SDY, IJR, AAPL, WFC | 13F-HR | 29 Jul 2015, 15:20 |
| Q1 2015 | 128 | $447,917,000 | +$39,195,165 | -$39,431,066 | -$235,901 | RSP, SDY, IJR, AAPL, ORLY | 13F-HR | 27 Apr 2015, 15:44 |
| Q4 2014 | 130 | $437,132,000 | +$31,854,295 | -$36,634,552 | -$4,780,257 | RSP, SDY, IJR, UNP, AAPL | 13F-HR | 21 Jan 2015, 11:51 |
| Q3 2014 | 127 | $429,602,000 | +$9,578,569 | -$11,301,450 | -$1,722,881 | RSP, SDY, IJR, MLPI, AMLP | 13F-HR | 15 Oct 2014, 17:43 |
| Q2 2014 | 125 | $432,735,000 | +$32,244,511 | -$24,790,847 | +$7,453,664 | RSP, SDY, IJR, AMLP, WFC | 13F-HR | 29 Jul 2014, 13:21 |
| Q1 2014 | 120 | $418,861,000 | +$46,234,166 | -$40,506,532 | +$5,727,634 | SDY, RSP, IJR, JPM, AMLP | 13F-HR | 29 Apr 2014, 14:55 |
| Q4 2013 | 120 | $418,797,000 | $0 | $0 | $0 | SDY, RSP, DHS, AMLP, JPM | 13F-HR | 31 Jan 2014, 17:04 |