Skip to content
Disclosery

MOSAIC FAMILY WEALTH PARTNERS, LLC: EPD position timeline

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

MOSAIC FAMILY WEALTH PARTNERS, LLC held 34,323 EPD 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 34,323 shares
    Change vs previous 13F +8,787 shares

    0.09% of the 13F portfolio, value $1,261,711.

    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 25,536 shares
    Change vs previous 13F -5,210 shares

    0.1% of the 13F portfolio, value $966,297.

    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 30,746 shares
    Change vs previous 13F -1,156 shares

    0.11% of the 13F portfolio, value $985,715.

    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 31,902 shares
    Change vs previous 13F -533 shares

    0.12% of the 13F portfolio, value $997,270.

    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 32,435 shares
    Change vs previous 13F -209 shares

    0.13% of the 13F portfolio, value $1,005,798.

    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 32,644 shares
    Change vs previous 13F +16 shares

    0.16% of the 13F portfolio, value $1,114,465.

    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 32,628 shares
    Change vs previous 13F -733 shares

    0.15% of the 13F portfolio, value $1,023,209.

    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 33,361 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $971,148.

    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).