Skip to content
Disclosery

Mosaic Family Wealth, LLC: SPYG position timeline

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

Mosaic Family Wealth, LLC held 12,759 SPYG 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 12,759 shares
    Change vs previous 13F -13,235 shares

    0.24% of the 13F portfolio, value $925,000.

    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 25,994 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,664,000.

    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 25,994 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,637,000.

    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 25,994 shares
    Change vs previous 13F +614 shares

    0.46% of the 13F portfolio, value $1,466,000.

    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 25,380 shares
    Change vs previous 13F +918 shares

    0.47% of the 13F portfolio, value $1,403,000.

    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 24,462 shares
    Change vs previous 13F +1,221 shares

    0.46% of the 13F portfolio, value $1,226,000.

    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 23,241 shares
    Change vs previous 13F -3,436 shares

    0.43% of the 13F portfolio, value $1,044,000.

    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 26,677 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $953,000.

    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).