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MOSAIC FINANCIAL GROUP, LLC: WBD position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 29,670 WBD 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 29,670 shares
    Change vs previous 13F +5,762 shares

    0.51% of the 13F portfolio, value $791,000.

    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 23,908 shares
    Change vs previous 13F +15 shares

    0.47% of the 13F portfolio, value $657,000.

    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 23,893 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $689,000.

    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 23,893 shares
    Change vs previous 13F +342 shares

    0.33% of the 13F portfolio, value $467,000.

    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 23,551 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $270,000.

    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 23,551 shares
    Change vs previous 13F -23,413 shares

    0.21% of the 13F portfolio, value $253,000.

    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 46,964 shares
    Change vs previous 13F -12,074 shares

    0.36% of the 13F portfolio, value $496,000.

    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 59,038 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $487,000.

    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).