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Mosaic Financial Partners, Inc.: VTIP position timeline

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

Mosaic Financial Partners, Inc. held 208,775 VTIP 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 208,775 shares
    Change vs previous 13F +7,136 shares

    6.69% of the 13F portfolio, value $10,199,000.

    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 201,639 shares
    Change vs previous 13F -53,417 shares

    5.97% of the 13F portfolio, value $9,862,000.

    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 255,056 shares
    Change vs previous 13F +5,665 shares

    7.15% of the 13F portfolio, value $12,451,000.

    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 249,391 shares
    Change vs previous 13F +2,231 shares

    7.59% of the 13F portfolio, value $12,332,000.

    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 247,160 shares
    Change vs previous 13F -43,021 shares

    7.6% of the 13F portfolio, value $12,168,000.

    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 290,181 shares
    Change vs previous 13F +6,458 shares

    9.06% of the 13F portfolio, value $14,355,000.

    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 283,723 shares
    Change vs previous 13F +3,924 shares

    8.93% of the 13F portfolio, value $13,948,000.

    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 279,799 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $13,892,000.

    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).