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Disclosery

Mosaic Financial Partners, Inc.: IWD position timeline

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

Mosaic Financial Partners, Inc. held 29,572 IWD 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 29,572 shares
    Change vs previous 13F -609 shares

    2.36% of the 13F portfolio, value $3,589,000.

    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 30,181 shares
    Change vs previous 13F +26,914 shares

    2.19% of the 13F portfolio, value $3,620,000.

    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 3,267 shares
    Change vs previous 13F -30,012 shares

    0.18% of the 13F portfolio, value $312,000.

    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 33,279 shares
    Change vs previous 13F -850 shares

    2.43% of the 13F portfolio, value $3,944,000.

    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 34,129 shares
    Change vs previous 13F -419 shares

    2.48% of the 13F portfolio, value $3,974,000.

    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 34,548 shares
    Change vs previous 13F -1,718 shares

    2.51% of the 13F portfolio, value $3,971,000.

    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 36,266 shares
    Change vs previous 13F -3,064 shares

    2.6% of the 13F portfolio, value $4,063,000.

    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 39,330 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $4,154,000.

    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).