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Mosaic Family Wealth, LLC: VOT position timeline

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

Mosaic Family Wealth, LLC held 26,080 VOT 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 26,080 shares
    Change vs previous 13F -117 shares

    1.73% of the 13F portfolio, value $6,640,000.

    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 26,197 shares
    Change vs previous 13F -207 shares

    1.71% of the 13F portfolio, value $6,190,000.

    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 26,404 shares
    Change vs previous 13F +1,375 shares

    1.81% of the 13F portfolio, value $6,241,000.

    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 25,029 shares
    Change vs previous 13F -1,736 shares

    1.68% of the 13F portfolio, value $5,371,000.

    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 26,765 shares
    Change vs previous 13F -18,929 shares

    1.9% of the 13F portfolio, value $5,676,000.

    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 45,694 shares
    Change vs previous 13F -1,659 shares

    3.12% of the 13F portfolio, value $8,231,000.

    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 47,353 shares
    Change vs previous 13F -7,400 shares

    3.25% of the 13F portfolio, value $7,817,000.

    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 54,753 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $6,937,000.

    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).