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Disclosery

Mosaic Financial Partners, Inc.: SCHP position timeline

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

Mosaic Financial Partners, Inc. held 52,019 SCHP 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 52,019 shares
    Change vs previous 13F +3,888 shares

    1.87% of the 13F portfolio, value $2,856,000.

    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 48,131 shares
    Change vs previous 13F -5,671 shares

    1.6% of the 13F portfolio, value $2,641,000.

    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 53,802 shares
    Change vs previous 13F +5,767 shares

    1.71% of the 13F portfolio, value $2,982,000.

    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 48,035 shares
    Change vs previous 13F -2,416 shares

    1.63% of the 13F portfolio, value $2,654,000.

    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 50,451 shares
    Change vs previous 13F -2,550 shares

    1.73% of the 13F portfolio, value $2,778,000.

    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 53,001 shares
    Change vs previous 13F +6,188 shares

    1.86% of the 13F portfolio, value $2,943,000.

    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 46,813 shares
    Change vs previous 13F +4,016 shares

    1.64% of the 13F portfolio, value $2,567,000.

    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 42,797 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,443,000.

    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).