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Disclosery

Mosaic Financial Partners, Inc.: VTV position timeline

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

Mosaic Financial Partners, Inc. held 16,807 VTV 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 16,807 shares
    Change vs previous 13F -1,379 shares

    1.15% of the 13F portfolio, value $1,745,000.

    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 18,186 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $1,876,000.

    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 18,186 shares
    Change vs previous 13F -1,424 shares

    1.11% of the 13F portfolio, value $1,933,000.

    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 19,610 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,957,000.

    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 19,610 shares
    Change vs previous 13F -259 shares

    1.18% of the 13F portfolio, value $1,894,000.

    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 19,869 shares
    Change vs previous 13F -1,410 shares

    1.2% of the 13F portfolio, value $1,895,000.

    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 21,279 shares
    Change vs previous 13F -4,570 shares

    1.27% of the 13F portfolio, value $1,979,000.

    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 25,849 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,249,000.

    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).