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MOSAIC FAMILY WEALTH PARTNERS, LLC: IWD position timeline

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

MOSAIC FAMILY WEALTH PARTNERS, LLC held 13,257 IWD 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 13,257 shares
    Change vs previous 13F -122 shares

    0.22% of the 13F portfolio, value $3,213,939.

    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 13,379 shares
    Change vs previous 13F -200 shares

    0.29% of the 13F portfolio, value $2,858,658.

    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 13,579 shares
    Change vs previous 13F +5 shares

    0.31% of the 13F portfolio, value $2,856,253.

    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 13,574 shares
    Change vs previous 13F -8 shares

    0.32% of the 13F portfolio, value $2,758,588.

    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 13,582 shares
    Change vs previous 13F -532 shares

    0.34% of the 13F portfolio, value $2,637,944.

    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 14,114 shares
    Change vs previous 13F -104 shares

    0.38% of the 13F portfolio, value $2,655,656.

    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 14,218 shares
    Change vs previous 13F -347 shares

    0.38% of the 13F portfolio, value $2,632,264.

    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 14,565 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,764,407.

    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).