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Mosaic Family Wealth, LLC: DFAI position timeline

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

Mosaic Family Wealth, LLC held 26,666 DFAI 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 26,666 shares
    Change vs previous 13F -401 shares

    0.21% of the 13F portfolio, value $789,000.

    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 27,067 shares
    Change vs previous 13F +8,996 shares

    0.22% of the 13F portfolio, value $783,000.

    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 18,071 shares
    Change vs previous 13F +6,363 shares

    0.15% of the 13F portfolio, value $528,000.

    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 11,708 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $326,000.

    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).