Mosaic Family Wealth, LLC: OTEX position timeline

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

Mosaic Family Wealth, LLC held 5,117 OTEX shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

period ended2021-12-31
13F 5,117 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $243,000.
13F-HR 0001760472-22-000002 filed by Mosaic Family Wealth, LLC
Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 5,117 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $249,000.
13F-HR 0001674343-21-000004 filed by Mosaic Family Wealth, LLC
Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 5,117 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $260,000.
13F-HR 0001674343-21-000003 filed by Mosaic Family Wealth, LLC
Filed 2021-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 5,117 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $244,000.
13F-HR 0001674343-21-000002 filed by Mosaic Family Wealth, LLC
Filed 2021-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).