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Mosaic Advisors LLC: IWV position timeline

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

Mosaic Advisors LLC held 9,249 IWV 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 9,249 shares
    Change vs previous 13F 0 shares

    5.29% of the 13F portfolio, value $3,943,774.

    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).

  2. period ended2026-03-31
    13F 9,249 shares
    Change vs previous 13F +1,646 shares

    5.64% of the 13F portfolio, value $3,757,314.

    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 ended2025-12-31
    13F 7,603 shares
    Change vs previous 13F -1,126 shares

    5.67% of the 13F portfolio, value $2,941,221.

    13F-HR 0001808523-26-000001 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).

  4. period ended2025-09-30
    13F 8,729 shares
    Change vs previous 13F not available

    8.02% of the 13F portfolio, value $3,307,767.

    13F-HR 0001808523-25-000008 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).