MOSAIC FAMILY WEALTH PARTNERS, LLC
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $376,089 | 19,588 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $374,496 | 19,414 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $362,064 | 19,850 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $317,888 | 19,647 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $344,601 | 19,458 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $334,455 | 19,277 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $321,492 | 19,091 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $309,393 | 18,900 | Shares | Sole | 2024-06-13 |
| 2023-12-31 | $278,158 | 18,706 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $260,224 | 18,495 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $270,102 | 18,312 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $253,512 | 18,108 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $240,258 | 17,903 | Shares | Sole | 2023-02-14 |