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Mosaic Family Wealth, LLC: CNC position timeline

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

Mosaic Family Wealth, LLC held 34,897 CNC 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 34,897 shares
    Change vs previous 13F -14,310 shares

    0.75% of the 13F portfolio, value $2,876,000.

    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 49,207 shares
    Change vs previous 13F +1,201 shares

    0.85% of the 13F portfolio, value $3,066,000.

    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 48,006 shares
    Change vs previous 13F -12,200 shares

    1.01% of the 13F portfolio, value $3,501,000.

    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 60,206 shares
    Change vs previous 13F -15,291 shares

    1.2% of the 13F portfolio, value $3,848,000.

    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 75,497 shares
    Change vs previous 13F -5,285 shares

    1.52% of the 13F portfolio, value $4,532,000.

    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 80,782 shares
    Change vs previous 13F -16,300 shares

    1.78% of the 13F portfolio, value $4,712,000.

    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 97,082 shares
    Change vs previous 13F +57,640 shares

    2.56% of the 13F portfolio, value $6,170,000.

    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 39,442 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,343,000.

    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).