MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in ADV — Advantage Solutions Inc.
CIK 1965241
ST. LOUIS, MO
Position in ADV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,289,892
+$693,744 QoQ
Shares Held
29,831
+5.8% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#24
of 85 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,289,892 across 1 Advertising Agencies name. ADV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADV |
Advantage Solutions Inc.
This page
|
29,831 | $1,289,892 |
All Filings in ADV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,892 | 29,831 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $596,148 | 28,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $444,400 | 505,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $772,650 | 505,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $666,600 | 505,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $649,300 | 430,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,051,200 | 360,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,114,750 | 325,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $998,200 | 310,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,169,100 | 270,000 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $923,100 | 255,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $639,000 | 225,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $374,400 | 160,000 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||