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Mosaic Family Wealth, LLC: DBEF position timeline

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

Mosaic Family Wealth, LLC held 1,237,322 DBEF 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 1,237,322 shares
    Change vs previous 13F +26,144 shares

    12.64% of the 13F portfolio, value $48,590,000.

    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 1,211,178 shares
    Change vs previous 13F +18,373 shares

    12.67% of the 13F portfolio, value $45,734,000.

    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 1,192,805 shares
    Change vs previous 13F -4,589 shares

    12.97% of the 13F portfolio, value $44,766,000.

    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 1,197,394 shares
    Change vs previous 13F +106,906 shares

    13.58% of the 13F portfolio, value $43,477,000.

    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 1,090,488 shares
    Change vs previous 13F +13,893 shares

    12.3% of the 13F portfolio, value $36,651,000.

    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 1,076,595 shares
    Change vs previous 13F -12,757 shares

    12.48% of the 13F portfolio, value $32,944,000.

    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 1,089,352 shares
    Change vs previous 13F -59,668 shares

    13.67% of the 13F portfolio, value $32,920,000.

    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 1,149,020 shares
    Change vs previous 13F not available

    15.77% of the 13F portfolio, value $30,794,000.

    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).