MOSAIC FAMILY WEALTH PARTNERS, LLC
Holdings in MMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $736,243 | 158,332 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $753,055 | 157,543 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $738,652 | 157,160 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $747,375 | 160,726 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $751,183 | 160,167 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $777,315 | 159,613 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $744,541 | 159,090 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $902,238 | 194,868 | Shares | Sole | 2024-06-13 |
| 2023-12-31 | $948,160 | 208,387 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $906,902 | 212,888 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $954,239 | 211,583 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $990,137 | 218,092 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $981,091 | 217,537 | Shares | Sole | 2023-02-14 |