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Disclosery

Mosaic Financial Partners, Inc.: RWO position timeline

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

Mosaic Financial Partners, Inc. held 13,271 RWO 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 13,271 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $638,000.

    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 13,271 shares
    Change vs previous 13F -24,543 shares

    0.37% of the 13F portfolio, value $614,000.

    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 37,814 shares
    Change vs previous 13F -52,796 shares

    1.06% of the 13F portfolio, value $1,848,000.

    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 90,610 shares
    Change vs previous 13F +2,059 shares

    2.67% of the 13F portfolio, value $4,328,000.

    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 88,551 shares
    Change vs previous 13F +4,826 shares

    2.64% of the 13F portfolio, value $4,223,000.

    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 83,725 shares
    Change vs previous 13F -86 shares

    2.49% of the 13F portfolio, value $3,942,000.

    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 83,811 shares
    Change vs previous 13F +31,962 shares

    2.52% of the 13F portfolio, value $3,927,000.

    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 51,849 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,583,000.

    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).