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MOSAIC FAMILY WEALTH PARTNERS, LLC: CSQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOSAIC FAMILY WEALTH PARTNERS, LLC on CSQ, newest first. How the timeline and the estimate are built.

MOSAIC FAMILY WEALTH PARTNERS, LLC held 20,004 CSQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,004 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $411,290.

    13F-HR 0001104659-26-091095 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,801 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $338,992.

    13F-HR 0001104659-26-052718 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,588 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $376,089.

    13F-HR 0001104659-26-014873 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,414 shares
    Change vs previous 13F -436 shares

    0.04% of the 13F portfolio, value $372,935.

    13F-HR 0001104659-25-109966 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,850 shares
    Change vs previous 13F +203 shares

    0.05% of the 13F portfolio, value $362,055.

    13F-HR 0001104659-25-075991 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,647 shares
    Change vs previous 13F +189 shares

    0.05% of the 13F portfolio, value $317,885.

    13F-HR 0001104659-25-043912 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,458 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $344,601.

    13F-HR 0001104659-25-014415 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,277 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $334,453.

    13F-HR 0001104659-24-117430 filed by MOSAIC FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).