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Disclosery

Mosaic Financial Partners, Inc.: DSI position timeline

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

Mosaic Financial Partners, Inc. held 3,729 DSI 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 3,729 shares
    Change vs previous 13F -134 shares

    0.25% of the 13F portfolio, value $376,000.

    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 3,863 shares
    Change vs previous 13F -59,228 shares

    0.23% of the 13F portfolio, value $377,000.

    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 63,091 shares
    Change vs previous 13F +59,008 shares

    5.39% of the 13F portfolio, value $9,375,000.

    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 4,083 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $379,000.

    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 3,987 shares
    Change vs previous 13F +194 shares

    0.22% of the 13F portfolio, value $356,000.

    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 3,793 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $329,000.

    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 3,793 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $312,000.

    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 3,793 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $305,000.

    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).