MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in EFSC — Enterprise Financial Services Corp
CIK 1965241
ST. LOUIS, MO
Position in EFSC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,769,180
+$3,596 QoQ
Shares Held
32,696
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
1.00%
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 EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,984,743 across 5 Banks - Regional names. EFSC ranks #2 (29.6% of the industry book) .
All Filings in EFSC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,769,180 | 32,696 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,765,584 | 32,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,895,714 | 32,696 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,801,549 | 32,696 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,757,083 | 32,696 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,844,054 | 32,696 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,214,656 | 23,696 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $969,403 | 23,696 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $961,109 | 23,696 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,058,026 | 23,696 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $888,600 | 23,696 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $926,513 | 23,696 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,056,604 | 23,696 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $709,920 | 14,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||