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Mosaic Family Wealth, LLC: VOE position timeline

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

Mosaic Family Wealth, LLC held 39,963 VOE 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 39,963 shares
    Change vs previous 13F -1,049 shares

    1.56% of the 13F portfolio, value $6,008,000.

    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 41,012 shares
    Change vs previous 13F +1,034 shares

    1.59% of the 13F portfolio, value $5,726,000.

    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 39,978 shares
    Change vs previous 13F +1,880 shares

    1.63% of the 13F portfolio, value $5,617,000.

    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 38,098 shares
    Change vs previous 13F -1,942 shares

    1.6% of the 13F portfolio, value $5,138,000.

    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 40,040 shares
    Change vs previous 13F +6,623 shares

    1.6% of the 13F portfolio, value $4,763,000.

    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 33,417 shares
    Change vs previous 13F +7,123 shares

    1.28% of the 13F portfolio, value $3,387,000.

    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 26,294 shares
    Change vs previous 13F +1,456 shares

    1.04% of the 13F portfolio, value $2,516,000.

    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 24,838 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,019,000.

    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).