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Disclosery

Mosaic Financial Partners, Inc.: PCH position timeline

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

Mosaic Financial Partners, Inc. held 63,516 PCH 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 63,516 shares
    Change vs previous 13F +6,658 shares

    2.12% of the 13F portfolio, value $3,230,000.

    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 56,858 shares
    Change vs previous 13F +10,530 shares

    1.79% of the 13F portfolio, value $2,959,000.

    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 46,328 shares
    Change vs previous 13F +716 shares

    1.33% of the 13F portfolio, value $2,311,000.

    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 45,612 shares
    Change vs previous 13F +408 shares

    1.43% of the 13F portfolio, value $2,326,000.

    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 45,204 shares
    Change vs previous 13F +2,167 shares

    1.29% of the 13F portfolio, value $2,066,000.

    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 43,037 shares
    Change vs previous 13F -2,838 shares

    1.24% of the 13F portfolio, value $1,967,000.

    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 45,875 shares
    Change vs previous 13F -1,584 shares

    1.22% of the 13F portfolio, value $1,911,000.

    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 47,459 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,846,000.

    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).