MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1965241
ST. LOUIS, MO
Position in APAM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$264,264
-$31,589 QoQ
Shares Held
7,262
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $6,617,548 across 18 Asset Management names. APAM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
201,355 | $2,218,932 | |
| 2 | MMT |
Aberdeen Multi-Market Income Fund
|
158,945 | $734,325 | |
| 3 | MMU |
Western Asset Managed Municipals Fund Inc.
|
45,933 | $472,191 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
61,444 | $463,287 | |
| 5 | BLK |
BlackRock, Inc.
|
404 | $388,530 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
19,801 | $338,993 | |
| 7 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
7,247 | $274,878 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
This page
|
7,262 | $264,264 |
All Filings in APAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,264 | 7,262 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $295,853 | 7,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,170 | 7,262 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,924 | 7,262 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $283,944 | 7,262 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $312,629 | 7,262 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $314,589 | 7,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $299,702 | 7,262 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $332,381 | 7,262 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $320,835 | 7,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $272,155 | 7,273 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $285,901 | 7,273 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $232,590 | 7,273 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $216,008 | 7,273 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||