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Disclosery

Mosaic Advisors LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosaic Advisors LLC on IVW, newest first. How the timeline and the estimate are built.

Mosaic Advisors LLC held 0 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,586 shares

    13F-HR 0001808523-26-000004 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,586 shares
    Change vs previous 13F +3,586 shares

    0.7% of the 13F portfolio, value $465,319.

    13F-HR 0001808523-26-000002 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,912 shares

    13F-HR 0001808523-25-000007 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 4,912 shares
    Change vs previous 13F +2,199 shares

    0.69% of the 13F portfolio, value $455,944.

    13F-HR 0001808523-25-000004 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,713 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $275,451.

    13F-HR 0001808523-25-000001 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).