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Mosaic Family Wealth, LLC: MMU position timeline

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

Mosaic Family Wealth, LLC held 84,974 MMU 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 84,974 shares
    Change vs previous 13F +909 shares

    0.29% of the 13F portfolio, value $1,111,000.

    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 84,065 shares
    Change vs previous 13F +821 shares

    0.31% of the 13F portfolio, value $1,121,000.

    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 83,244 shares
    Change vs previous 13F +5,391 shares

    0.33% of the 13F portfolio, value $1,128,000.

    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 77,853 shares
    Change vs previous 13F +57 shares

    0.32% of the 13F portfolio, value $1,011,000.

    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 77,796 shares
    Change vs previous 13F +3,618 shares

    0.34% of the 13F portfolio, value $999,000.

    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 74,178 shares
    Change vs previous 13F +2,115 shares

    0.34% of the 13F portfolio, value $904,000.

    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 72,063 shares
    Change vs previous 13F +5,423 shares

    0.36% of the 13F portfolio, value $865,000.

    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 66,640 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $797,000.

    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).