Current Market Value 384,350,000
Current Holdings 179
Most Recent File Date 2022-01-25
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mosaic Family Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-01-25 2021-12-31 13F-HR 179 384,350
2021-10-26 2021-09-30 13F-HR 173 361,032
2021-07-19 2021-06-30 13F-HR 166 346,378
2021-04-27 2021-03-31 13F-HR 163 346,116
2021-02-02 2020-12-31 13F-HR 152 299,275
2020-10-19 2020-09-30 13F-HR 141 266,745
2020-07-24 2020-06-30 13F-HR 142 241,817
2020-05-05 2020-03-31 13F-HR 131 197,214
2020-01-31 2019-12-31 13F-HR 157 248,394
2019-10-24 2019-09-30 13F-HR 168 242,474
2019-08-12 2019-06-30 13F-HR 170 238,778
2019-05-14 2019-03-31 13F-HR 705 248,213
2019-02-13 2018-12-31 13F-HR 653 242,077
2018-11-14 2018-09-30 13F-HR 657 244,435
2018-08-10 2018-06-30 13F-HR 688 264,135
2018-05-14 2018-03-31 13F-HR 676 270,442
2018-02-13 2017-12-31 13F-HR 688 274,883
2017-10-27 2017-09-30 13F-HR 920 257,771
2017-08-04 2017-06-30 13F-HR 729 239,757
2017-05-05 2017-03-31 13F-HR 730 231,155
2017-02-10 2016-12-31 13F-HR 714 217,066
2016-11-15 2016-09-30 13F-HR 762 215,220
2016-08-15 2016-06-30 13F-HR 784 206,641
2016-05-12 2016-03-31 13F-HR 823 208,031
2016-05-12 2015-12-31 13F-HR 801 224,474