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MOSAIC FAMILY WEALTH PARTNERS, LLC: VBK position timeline

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

MOSAIC FAMILY WEALTH PARTNERS, LLC held 124,773 VBK 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 124,773 shares
    Change vs previous 13F +3,085 shares

    3.09% of the 13F portfolio, value $45,626,603.

    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 121,688 shares
    Change vs previous 13F +988 shares

    3.76% of the 13F portfolio, value $36,780,048.

    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 120,700 shares
    Change vs previous 13F -1,139 shares

    4% of the 13F portfolio, value $36,464,549.

    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 121,839 shares
    Change vs previous 13F +1,384 shares

    4.26% of the 13F portfolio, value $36,350,774.

    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 120,455 shares
    Change vs previous 13F -323 shares

    4.26% of the 13F portfolio, value $33,358,788.

    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 120,778 shares
    Change vs previous 13F +3,699 shares

    4.33% of the 13F portfolio, value $30,408,258.

    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 117,079 shares
    Change vs previous 13F +1,592 shares

    4.73% of the 13F portfolio, value $32,789,121.

    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 115,487 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $30,877,876.

    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).