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MOSAIC FAMILY WEALTH PARTNERS, LLC: IWF position timeline

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

MOSAIC FAMILY WEALTH PARTNERS, LLC held 38,191 IWF 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 38,191 shares
    Change vs previous 13F +28,590 shares

    0.32% of the 13F portfolio, value $4,742,164.

    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 9,601 shares
    Change vs previous 13F -83 shares

    0.42% of the 13F portfolio, value $4,093,790.

    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 9,684 shares
    Change vs previous 13F -14 shares

    0.5% of the 13F portfolio, value $4,583,375.

    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 9,698 shares
    Change vs previous 13F -15 shares

    0.53% of the 13F portfolio, value $4,524,604.

    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 9,713 shares
    Change vs previous 13F -85 shares

    0.53% of the 13F portfolio, value $4,123,869.

    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 9,798 shares
    Change vs previous 13F -63 shares

    0.5% of the 13F portfolio, value $3,537,887.

    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 9,861 shares
    Change vs previous 13F -252 shares

    0.57% of the 13F portfolio, value $3,959,848.

    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 10,113 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,796,056.

    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).