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Disclosery

Mosaic Family Wealth, LLC: VO position timeline

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

Mosaic Family Wealth, LLC held 6,816 VO 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 6,816 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,737,000.

    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 6,816 shares
    Change vs previous 13F +51 shares

    0.45% of the 13F portfolio, value $1,614,000.

    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 6,765 shares
    Change vs previous 13F -1,623 shares

    0.47% of the 13F portfolio, value $1,606,000.

    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 8,388 shares
    Change vs previous 13F -2,926 shares

    0.58% of the 13F portfolio, value $1,857,000.

    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 11,314 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,339,000.

    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 11,314 shares
    Change vs previous 13F +2,412 shares

    0.76% of the 13F portfolio, value $1,994,000.

    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 8,902 shares
    Change vs previous 13F +1,812 shares

    0.61% of the 13F portfolio, value $1,459,000.

    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 7,090 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $933,000.

    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).