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Disclosery

Mosaic Financial Partners, Inc.: IWB position timeline

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

Mosaic Financial Partners, Inc. held 62,334 IWB 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 62,334 shares
    Change vs previous 13F -313 shares

    6.22% of the 13F portfolio, value $9,474,000.

    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 62,647 shares
    Change vs previous 13F +30,782 shares

    5.57% of the 13F portfolio, value $9,200,000.

    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 31,865 shares
    Change vs previous 13F -31,372 shares

    2.28% of the 13F portfolio, value $3,962,000.

    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 63,237 shares
    Change vs previous 13F 0 shares

    5.45% of the 13F portfolio, value $8,846,000.

    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 63,237 shares
    Change vs previous 13F 0 shares

    5.34% of the 13F portfolio, value $8,554,000.

    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 63,237 shares
    Change vs previous 13F -331 shares

    5.24% of the 13F portfolio, value $8,300,000.

    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 63,568 shares
    Change vs previous 13F -268 shares

    5.07% of the 13F portfolio, value $7,912,000.

    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 63,836 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $7,690,000.

    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).