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Mosaic Family Wealth, LLC: BSV position timeline

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

Mosaic Family Wealth, LLC held 28,961 BSV 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 28,961 shares
    Change vs previous 13F -204 shares

    0.61% of the 13F portfolio, value $2,341,000.

    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 29,165 shares
    Change vs previous 13F +1,505 shares

    0.66% of the 13F portfolio, value $2,390,000.

    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 27,660 shares
    Change vs previous 13F -81 shares

    0.66% of the 13F portfolio, value $2,273,000.

    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 27,741 shares
    Change vs previous 13F -632 shares

    0.71% of the 13F portfolio, value $2,280,000.

    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 28,373 shares
    Change vs previous 13F +5,046 shares

    0.79% of the 13F portfolio, value $2,352,000.

    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 23,327 shares
    Change vs previous 13F +3,423 shares

    0.73% of the 13F portfolio, value $1,937,000.

    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 19,904 shares
    Change vs previous 13F +7,055 shares

    0.69% of the 13F portfolio, value $1,654,000.

    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 12,849 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,056,000.

    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).