Position in MOS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$208,848
-$16,363 QoQ
Shares Held
9,856
+51.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#464
of 656 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in MOS Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026QTR Family Wealth, LLC holds $208,848 across 1 Agricultural Inputs name. MOS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOS |
Mosaic Co
This page
|
9,856 | $208,848 |
All Filings in MOS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,848 | 9,856 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $225,211 | 6,494 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||