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MOSAIC FINANCIAL GROUP, LLC: IVV position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 23,769 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,769 shares
    Change vs previous 13F -81 shares

    11.39% of the 13F portfolio, value $17,801,000.

    13F-HR 0002011050-26-000006 filed by MOSAIC FINANCIAL GROUP, 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 23,850 shares
    Change vs previous 13F -432 shares

    11.06% of the 13F portfolio, value $15,579,000.

    13F-HR 0002011050-26-000005 filed by MOSAIC FINANCIAL GROUP, 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 24,282 shares
    Change vs previous 13F +703 shares

    11.36% of the 13F portfolio, value $16,632,000.

    13F-HR 0002011050-26-000004 filed by MOSAIC FINANCIAL GROUP, 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 23,579 shares
    Change vs previous 13F +529 shares

    11.23% of the 13F portfolio, value $15,782,000.

    13F-HR 0002011050-25-000006 filed by MOSAIC FINANCIAL GROUP, 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 23,050 shares
    Change vs previous 13F +399 shares

    10.95% of the 13F portfolio, value $14,312,000.

    13F-HR 0002011050-25-000004 filed by MOSAIC FINANCIAL GROUP, 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 22,651 shares
    Change vs previous 13F -484 shares

    10.35% of the 13F portfolio, value $12,727,000.

    13F-HR 0002011050-25-000002 filed by MOSAIC FINANCIAL GROUP, 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 23,135 shares
    Change vs previous 13F +527 shares

    9.77% of the 13F portfolio, value $13,619,000.

    13F-HR 0002011050-25-000001 filed by MOSAIC FINANCIAL GROUP, 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 22,608 shares
    Change vs previous 13F not available

    9.26% of the 13F portfolio, value $13,041,000.

    13F-HR 0002011050-24-000006 filed by MOSAIC FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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