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Mosaic Family Wealth, LLC: VNQ position timeline

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

Mosaic Family Wealth, LLC held 16,436 VNQ 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 16,436 shares
    Change vs previous 13F -1,741 shares

    0.5% of the 13F portfolio, value $1,907,000.

    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 18,177 shares
    Change vs previous 13F -431 shares

    0.51% of the 13F portfolio, value $1,850,000.

    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 18,608 shares
    Change vs previous 13F -618 shares

    0.55% of the 13F portfolio, value $1,894,000.

    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 19,226 shares
    Change vs previous 13F -7 shares

    0.55% of the 13F portfolio, value $1,766,000.

    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 19,233 shares
    Change vs previous 13F -491 shares

    0.55% of the 13F portfolio, value $1,633,000.

    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 19,724 shares
    Change vs previous 13F +691 shares

    0.59% of the 13F portfolio, value $1,557,000.

    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 19,033 shares
    Change vs previous 13F -886 shares

    0.62% of the 13F portfolio, value $1,495,000.

    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 19,919 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,391,000.

    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).