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Mosaic Family Wealth, LLC: BND position timeline

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

Mosaic Family Wealth, LLC held 38,127 BND 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 38,127 shares
    Change vs previous 13F -221 shares

    0.84% of the 13F portfolio, value $3,231,000.

    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 38,348 shares
    Change vs previous 13F +3,963 shares

    0.91% of the 13F portfolio, value $3,277,000.

    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 34,385 shares
    Change vs previous 13F +1,515 shares

    0.86% of the 13F portfolio, value $2,953,000.

    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 32,870 shares
    Change vs previous 13F +2,344 shares

    0.87% of the 13F portfolio, value $2,785,000.

    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 30,526 shares
    Change vs previous 13F +1,586 shares

    0.9% of the 13F portfolio, value $2,692,000.

    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 28,940 shares
    Change vs previous 13F +5,348 shares

    0.97% of the 13F portfolio, value $2,553,000.

    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 23,592 shares
    Change vs previous 13F +5,795 shares

    0.87% of the 13F portfolio, value $2,084,000.

    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 17,797 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,519,000.

    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).