MOSAIC FAMILY WEALTH PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
St. Louis, MO
CIK
0001965241
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 210 673,964 VUG, DFLV, DBEF, VBK 13F-HR 11/13/2024 000110465924117430
Q2 2024 192 621,890 VUG, DFLV, DBEF, VTV 13F-HR 8/6/2024 000110465924086162
Q1 2024 200 607,353 VUG, DFLV, DBEF, VTV 13F-HR 6/13/2024 000110465924071353
Q4 2023 194 579,861 VUG, DFLV, DBEF, VBK RESTATEMENT 2/13/2024 000195175724000249
Q3 2023 180 499,127 VUG, DFLV, DBEF, VTV 13F-HR 11/1/2023 000195175723000658
Q2 2023 185 508,790 VUG, DFLV, DBEF, VTV 13F-HR 8/8/2023 000195175723000490
Q1 2023 182 478,181 VUG, DFLV, DBEF, VTV 13F-HR 4/10/2023 000195175723000134
Q4 2022 178 354,432 VUG, DBEF, VTV, VBK 13F-HR 2/14/2023 000196524123000002
Additional filings from Mosaic Family Wealth Partners, LLC that have since been restated