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Disclosery

Mosaic Family Wealth, LLC: IVW position timeline

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

Mosaic Family Wealth, LLC held 0 IVW shares at 2021-06-30 per its 13F-HR filed 2021-07-19.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -6,739 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 6,739 shares
    Change vs previous 13F +87 shares

    0.14% of the 13F portfolio, value $439,000.

    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).

  3. period ended2020-12-31
    13F 6,652 shares
    Change vs previous 13F +4,989 shares

    0.14% of the 13F portfolio, value $425,000.

    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).

  4. period ended2020-09-30
    13F 1,663 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $384,000.

    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).

  5. period ended2020-06-30
    13F 1,663 shares
    Change vs previous 13F +70 shares

    0.14% of the 13F portfolio, value $345,000.

    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).

  6. period ended2020-03-31
    13F 1,593 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $263,000.

    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).