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Mosaic Family Wealth, LLC: VBR position timeline

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

Mosaic Family Wealth, LLC held 31,019 VBR 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 31,019 shares
    Change vs previous 13F -1,233 shares

    1.44% of the 13F portfolio, value $5,548,000.

    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 32,252 shares
    Change vs previous 13F +783 shares

    1.51% of the 13F portfolio, value $5,459,000.

    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 31,469 shares
    Change vs previous 13F +2,365 shares

    1.58% of the 13F portfolio, value $5,465,000.

    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 29,104 shares
    Change vs previous 13F -3,607 shares

    1.51% of the 13F portfolio, value $4,820,000.

    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 32,711 shares
    Change vs previous 13F +1,811 shares

    1.56% of the 13F portfolio, value $4,652,000.

    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 30,900 shares
    Change vs previous 13F +7,945 shares

    1.29% of the 13F portfolio, value $3,418,000.

    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 22,955 shares
    Change vs previous 13F -5,437 shares

    1.02% of the 13F portfolio, value $2,454,000.

    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 28,392 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,521,000.

    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).