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Mosaic Family Wealth, LLC: VTV position timeline

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

Mosaic Family Wealth, LLC held 176,492 VTV 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 176,492 shares
    Change vs previous 13F -2,476 shares

    6.76% of the 13F portfolio, value $25,964,000.

    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 178,968 shares
    Change vs previous 13F +4,004 shares

    6.71% of the 13F portfolio, value $24,227,000.

    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 174,964 shares
    Change vs previous 13F +8,493 shares

    6.97% of the 13F portfolio, value $24,051,000.

    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 166,471 shares
    Change vs previous 13F +10,351 shares

    6.83% of the 13F portfolio, value $21,884,000.

    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 156,120 shares
    Change vs previous 13F +9,329 shares

    6.23% of the 13F portfolio, value $18,572,000.

    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 146,791 shares
    Change vs previous 13F +13,635 shares

    5.81% of the 13F portfolio, value $15,341,000.

    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 133,156 shares
    Change vs previous 13F +5,298 shares

    5.51% of the 13F portfolio, value $13,261,000.

    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 127,858 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $11,387,000.

    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).