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Disclosery

Mosaic Financial Partners, Inc.: IEMG position timeline

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

Mosaic Financial Partners, Inc. held 162,722 IEMG 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 162,722 shares
    Change vs previous 13F +6,253 shares

    5.61% of the 13F portfolio, value $8,545,000.

    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 156,469 shares
    Change vs previous 13F -5,865 shares

    5.53% of the 13F portfolio, value $9,137,000.

    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 162,334 shares
    Change vs previous 13F -8,099 shares

    5.31% of the 13F portfolio, value $9,236,000.

    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 170,433 shares
    Change vs previous 13F -7,620 shares

    5.67% of the 13F portfolio, value $9,207,000.

    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 178,053 shares
    Change vs previous 13F -2,489 shares

    5.56% of the 13F portfolio, value $8,910,000.

    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 180,542 shares
    Change vs previous 13F -27,242 shares

    5.44% of the 13F portfolio, value $8,628,000.

    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 207,784 shares
    Change vs previous 13F +22,056 shares

    5.65% of the 13F portfolio, value $8,820,000.

    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 185,728 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $8,471,000.

    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).