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MOSAIC FINANCIAL GROUP, LLC: PL position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 7,776 PL 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 7,776 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $258,000.

    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 7,776 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $217,000.

    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).