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Mosaic Family Wealth, LLC: VBK position timeline

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

Mosaic Family Wealth, LLC held 82,054 VBK 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 82,054 shares
    Change vs previous 13F +1,643 shares

    6.02% of the 13F portfolio, value $23,122,000.

    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 80,411 shares
    Change vs previous 13F +1,556 shares

    6.24% of the 13F portfolio, value $22,528,000.

    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 78,855 shares
    Change vs previous 13F +290 shares

    6.62% of the 13F portfolio, value $22,851,000.

    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 78,565 shares
    Change vs previous 13F +2,160 shares

    6.74% of the 13F portfolio, value $21,578,000.

    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 76,405 shares
    Change vs previous 13F -5,890 shares

    6.86% of the 13F portfolio, value $20,450,000.

    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 82,295 shares
    Change vs previous 13F +524 shares

    6.7% of the 13F portfolio, value $17,688,000.

    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 81,771 shares
    Change vs previous 13F -2,893 shares

    6.78% of the 13F portfolio, value $16,322,000.

    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 84,664 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $12,725,000.

    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).