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MOSAIC FINANCIAL GROUP, LLC: T position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 152,962 T 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 152,962 shares
    Change vs previous 13F +23,838 shares

    2.02% of the 13F portfolio, value $3,166,000.

    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 129,124 shares
    Change vs previous 13F +45 shares

    2.66% of the 13F portfolio, value $3,743,000.

    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 129,079 shares
    Change vs previous 13F -566 shares

    2.19% of the 13F portfolio, value $3,206,000.

    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 129,645 shares
    Change vs previous 13F +1,415 shares

    2.61% of the 13F portfolio, value $3,661,000.

    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 128,230 shares
    Change vs previous 13F 0 shares

    2.84% of the 13F portfolio, value $3,711,000.

    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 128,230 shares
    Change vs previous 13F -122,996 shares

    2.95% of the 13F portfolio, value $3,626,000.

    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 251,226 shares
    Change vs previous 13F 0 shares

    4.1% of the 13F portfolio, value $5,720,000.

    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 251,226 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $5,527,000.

    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).