Mosaic Family Wealth, LLC: VFH position timeline

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

Mosaic Family Wealth, LLC held 2,552 VFH shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

period ended2021-12-31
13F 2,552 shares
Change vs previous 13F +28 shares
0.06% of the 13F portfolio, value $246,000.
13F-HR 0001760472-22-000002 filed by Mosaic Family Wealth, LLC
Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 2,524 shares
Change vs previous 13F -1,448 shares
0.06% of the 13F portfolio, value $234,000.
13F-HR 0001674343-21-000004 filed by Mosaic Family Wealth, LLC
Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 3,972 shares
Change vs previous 13F +11 shares
0.1% of the 13F portfolio, value $359,000.
13F-HR 0001674343-21-000003 filed by Mosaic Family Wealth, LLC
Filed 2021-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 3,961 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $335,000.
13F-HR 0001674343-21-000002 filed by Mosaic Family Wealth, LLC
Filed 2021-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).