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Mosaic Family Wealth, LLC: AAPL position timeline

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

Mosaic Family Wealth, LLC held 72,033 AAPL shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 72,033 shares
    Change vs previous 13F -1,256 shares

    3.33% of the 13F portfolio, value $12,791,000.

    13F-HR 0001760472-22-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 73,289 shares
    Change vs previous 13F -1,714 shares

    2.87% of the 13F portfolio, value $10,370,000.

    13F-HR 0001674343-21-000004 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 75,003 shares
    Change vs previous 13F -3,534 shares

    2.98% of the 13F portfolio, value $10,272,000.

    13F-HR 0001674343-21-000003 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 78,537 shares
    Change vs previous 13F -22 shares

    3% of the 13F portfolio, value $9,593,000.

    13F-HR 0001674343-21-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 78,559 shares
    Change vs previous 13F -28 shares

    3.5% of the 13F portfolio, value $10,424,000.

    13F-HR 0001674343-21-000001 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 78,587 shares
    Change vs previous 13F +59,078 shares

    3.45% of the 13F portfolio, value $9,101,000.

    13F-HR 0001674343-20-000005 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 19,509 shares
    Change vs previous 13F -310 shares

    2.96% of the 13F portfolio, value $7,117,000.

    13F-HR 0001674343-20-000003 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 19,819 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $5,040,000.

    13F-HR 0001674343-20-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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