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Disclosery

Mosaic Financial Partners, Inc.: STPZ position timeline

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

Mosaic Financial Partners, Inc. held 0 STPZ shares at 2017-12-31 per its 13F-HR filed 2018-01-22.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -7,425 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-09-30
    13F 7,425 shares
    Change vs previous 13F -15,867 shares

    0.24% of the 13F portfolio, value $388,000.

    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).

  3. period ended2017-06-30
    13F 23,292 shares
    Change vs previous 13F -2,262 shares

    0.76% of the 13F portfolio, value $1,215,000.

    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).

  4. period ended2017-03-31
    13F 25,554 shares
    Change vs previous 13F -8,831 shares

    0.85% of the 13F portfolio, value $1,350,000.

    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).

  5. period ended2016-12-31
    13F 34,385 shares
    Change vs previous 13F -622 shares

    1.16% of the 13F portfolio, value $1,804,000.

    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).

  6. period ended2016-09-30
    13F 35,007 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,845,000.

    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).