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Disclosery

Mosaic Financial Partners, Inc.: DLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosaic Financial Partners, Inc. on DLS, newest first. How the timeline and the estimate are built.

Mosaic Financial Partners, Inc. held 12,131 DLS shares at 2018-06-30 per its 13F-HR filed 2018-07-20.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 12,131 shares
    Change vs previous 13F -423 shares

    0.57% of the 13F portfolio, value $873,000.

    13F-HR 0001513122-18-000003 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-03-31
    13F 12,554 shares
    Change vs previous 13F -1,257 shares

    0.58% of the 13F portfolio, value $959,000.

    13F-HR 0001513122-18-000002 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-12-31
    13F 13,811 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,060,000.

    13F-HR 0001513122-18-000001 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-09-30
    13F 13,811 shares
    Change vs previous 13F -121 shares

    0.63% of the 13F portfolio, value $1,021,000.

    13F-HR 0001513122-17-000004 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-06-30
    13F 13,932 shares
    Change vs previous 13F -733 shares

    0.6% of the 13F portfolio, value $969,000.

    13F-HR 0001513122-17-000003 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-03-31
    13F 14,665 shares
    Change vs previous 13F -982 shares

    0.61% of the 13F portfolio, value $960,000.

    13F-HR 0001513122-17-000002 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-12-31
    13F 15,647 shares
    Change vs previous 13F -299 shares

    0.6% of the 13F portfolio, value $939,000.

    13F-HR 0001513122-17-000001 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-09-30
    13F 15,946 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $979,000.

    13F-HR 0001513122-16-000009 filed by Mosaic Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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