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Disclosery

Mosaic Financial Partners, Inc.: WY position timeline

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

Mosaic Financial Partners, Inc. held 283,844 WY 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 283,844 shares
    Change vs previous 13F -15,282 shares

    6.79% of the 13F portfolio, value $10,349,000.

    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 299,126 shares
    Change vs previous 13F -33,552 shares

    6.34% of the 13F portfolio, value $10,469,000.

    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 332,678 shares
    Change vs previous 13F +2,252 shares

    6.74% of the 13F portfolio, value $11,730,000.

    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 330,426 shares
    Change vs previous 13F +3,731 shares

    6.92% of the 13F portfolio, value $11,244,000.

    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 326,695 shares
    Change vs previous 13F +8,455 shares

    6.83% of the 13F portfolio, value $10,944,000.

    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 318,240 shares
    Change vs previous 13F -11,304 shares

    6.82% of the 13F portfolio, value $10,814,000.

    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 329,544 shares
    Change vs previous 13F +1,524 shares

    6.35% of the 13F portfolio, value $9,916,000.

    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 328,020 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $10,477,000.

    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).