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Disclosery

Mosaic Financial Partners, Inc.: IVV position timeline

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

Mosaic Financial Partners, Inc. held 21,661 IVV 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 21,661 shares
    Change vs previous 13F -18 shares

    3.88% of the 13F portfolio, value $5,915,000.

    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 21,679 shares
    Change vs previous 13F -35,117 shares

    3.48% of the 13F portfolio, value $5,753,000.

    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 56,796 shares
    Change vs previous 13F +34,976 shares

    0.85% of the 13F portfolio, value $1,481,000.

    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 21,820 shares
    Change vs previous 13F -114 shares

    3.4% of the 13F portfolio, value $5,519,000.

    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 21,934 shares
    Change vs previous 13F +1,518 shares

    3.33% of the 13F portfolio, value $5,339,000.

    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 20,416 shares
    Change vs previous 13F 0 shares

    3.06% of the 13F portfolio, value $4,844,000.

    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 20,416 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $4,593,000.

    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 20,416 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $4,442,000.

    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).