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Disclosery

Mosaic Financial Partners, Inc.: IJR position timeline

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

Mosaic Financial Partners, Inc. held 32,523 IJR 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 32,523 shares
    Change vs previous 13F -383 shares

    1.78% of the 13F portfolio, value $2,714,000.

    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 32,906 shares
    Change vs previous 13F -243 shares

    1.53% of the 13F portfolio, value $2,534,000.

    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 33,149 shares
    Change vs previous 13F -326 shares

    1.46% of the 13F portfolio, value $2,546,000.

    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 33,475 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $2,485,000.

    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 33,475 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $2,347,000.

    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 33,475 shares
    Change vs previous 13F +16,246 shares

    1.46% of the 13F portfolio, value $2,315,000.

    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 17,229 shares
    Change vs previous 13F -213 shares

    1.52% of the 13F portfolio, value $2,369,000.

    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 17,442 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,165,000.

    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).