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Mosaic Family Wealth, LLC: PDT position timeline

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

Mosaic Family Wealth, LLC held 29,161 PDT 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 29,161 shares
    Change vs previous 13F -7,219 shares

    0.13% of the 13F portfolio, value $487,000.

    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 36,380 shares
    Change vs previous 13F +217 shares

    0.17% of the 13F portfolio, value $605,000.

    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 36,163 shares
    Change vs previous 13F +218 shares

    0.18% of the 13F portfolio, value $613,000.

    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 35,945 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $537,000.

    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 36,046 shares
    Change vs previous 13F +251 shares

    0.17% of the 13F portfolio, value $511,000.

    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 35,795 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $446,000.

    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 35,800 shares
    Change vs previous 13F +2,918 shares

    0.2% of the 13F portfolio, value $476,000.

    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 32,882 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $401,000.

    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).