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Mosaic Family Wealth, LLC: USMV position timeline

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

Mosaic Family Wealth, LLC held 40,341 USMV 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 40,341 shares
    Change vs previous 13F +3,184 shares

    0.85% of the 13F portfolio, value $3,264,000.

    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 37,157 shares
    Change vs previous 13F +2,375 shares

    0.76% of the 13F portfolio, value $2,731,000.

    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 34,782 shares
    Change vs previous 13F +1,480 shares

    0.74% of the 13F portfolio, value $2,560,000.

    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 33,302 shares
    Change vs previous 13F -2,097 shares

    0.72% of the 13F portfolio, value $2,304,000.

    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 35,399 shares
    Change vs previous 13F +2,524 shares

    0.81% of the 13F portfolio, value $2,403,000.

    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 32,875 shares
    Change vs previous 13F +1,837 shares

    0.79% of the 13F portfolio, value $2,095,000.

    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 31,038 shares
    Change vs previous 13F -6,212 shares

    0.78% of the 13F portfolio, value $1,882,000.

    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 37,250 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,012,000.

    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).