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Disclosery

Mosaic Family Wealth, LLC: AGG position timeline

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

Mosaic Family Wealth, LLC held 0 AGG shares at 2021-09-30 per its 13F-HR filed 2021-10-26.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 0 shares
    Change vs previous 13F -1,996 shares

    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).

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

  2. period ended2021-06-30
    13F 1,996 shares
    Change vs previous 13F -2,017 shares

    0.07% of the 13F portfolio, value $230,000.

    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).

  3. period ended2021-03-31
    13F 4,013 shares
    Change vs previous 13F +48 shares

    0.14% of the 13F portfolio, value $457,000.

    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).

  4. period ended2020-12-31
    13F 3,965 shares
    Change vs previous 13F +1,542 shares

    0.16% of the 13F portfolio, value $469,000.

    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).

  5. period ended2020-09-30
    13F 2,423 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $286,000.

    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).