MOSAIC FAMILY WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$673M
Signature - Title
Scott Highmark - President & CCO
Location
St. Louis, MO
Summary
This page shows a list of all the recent 13F filings made by MOSAIC FAMILY WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MOSAIC FAMILY WEALTH PARTNERS, LLC reported 209 stock holdings with total value $673M as of Q3 2024. Top holdings included VUG, DFLV, DBEF, VBK, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 209 $673M +$34.8M -$18.5M +$16.3M VUG, DFLV, DBEF, VBK, VTV 13F-HR 11/13/2024, 11:25 AM
Q2 2024 192 $622M +$20.6M -$11.4M +$9.2M VUG, DFLV, DBEF, VTV, VBK 13F-HR 8/6/2024, 10:47 AM
Q1 2024 200 $607M +$37.3M -$64.9M -$27.7M VUG, DFLV, DBEF, VTV, VBK 13F-HR 6/13/2024, 05:24 PM
Q4 2023 194 $580M +$52.1M -$22.5M +$29.5M VUG, DFLV, DBEF, VBK, VTV Restatement 2/13/2024, 03:31 PM
Q3 2023 180 $499M +$13.8M -$5.39M +$8.4M VUG, DFLV, DBEF, VTV, VBK 13F-HR 11/1/2023, 08:52 AM
Q2 2023 185 $509M +$11.5M -$4.45M +$7.08M VUG, DFLV, DBEF, VTV, VBK 13F-HR 8/8/2023, 10:44 AM
Q1 2023 182 $478M +$109M -$6.88M +$102M VUG, DFLV, DBEF, VTV, VBK 13F-HR 4/10/2023, 03:43 PM
Q4 2022 176 $353M $0 $0 VUG, DBEF, VTV, VBK, VEA 13F-HR 2/14/2023, 09:14 AM