MOSAIC FAMILY WEALTH PARTNERS, LLC
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $205,613 | 16,190 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $215,974 | 16,190 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $213,222 | 16,190 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $211,765 | 16,190 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $206,260 | 16,190 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $214,031 | 16,190 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $190,718 | 16,190 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $456,027 | 39,144 | Shares | Sole | 2024-06-13 |
| 2023-12-31 | $293,492 | 27,558 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $264,809 | 27,527 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $346,956 | 29,453 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $364,538 | 29,422 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $380,358 | 29,394 | Shares | Sole | 2023-02-14 |