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Disclosery

Mosaic Financial Partners, Inc.: FNDX position timeline

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

Mosaic Financial Partners, Inc. held 99,955 FNDX 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 99,955 shares
    Change vs previous 13F +23,525 shares

    2.45% of the 13F portfolio, value $3,732,000.

    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 76,430 shares
    Change vs previous 13F +46,284 shares

    1.68% of the 13F portfolio, value $2,777,000.

    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 30,146 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,129,000.

    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).