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MOSAIC FINANCIAL GROUP, LLC: JAAA position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 8,941 JAAA 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 8,941 shares
    Change vs previous 13F +64 shares

    0.29% of the 13F portfolio, value $451,000.

    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 8,877 shares
    Change vs previous 13F +39 shares

    0.32% of the 13F portfolio, value $447,000.

    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 8,838 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $447,000.

    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 8,746 shares
    Change vs previous 13F +67 shares

    0.32% of the 13F portfolio, value $444,000.

    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 8,679 shares
    Change vs previous 13F +72 shares

    0.34% of the 13F portfolio, value $440,000.

    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 8,607 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $436,000.

    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).