MOSAIC FAMILY WEALTH PARTNERS, LLC
Holdings in CIF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $179,426 | 105,545 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $195,659 | 110,542 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $201,827 | 115,993 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $207,255 | 121,202 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $207,655 | 120,032 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $286,368 | 160,881 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $271,643 | 159,790 | Shares | Sole | 2024-08-06 |