MOSAIC FINANCIAL GROUP, LLC SEC EDGAR Filings (CIK 0002011050)

SEC EDGAR filings, ownership reports, and insider transactions for MOSAIC FINANCIAL GROUP, LLC.

Business address
303 E. Wacker Drive Suite 1675, Suite 1675, Chicago, IL, 60601
Top securities (13F)
IVV, VIG, MSFT, UNP, AAPL, RSP, T, JPM, GOOGL, VTI, AVGO, BRKA, QQQ, PYLD, NVS, FDN, IWM, VYMI, RYAN, and CHTR
State of incorporation
IL
Fiscal year end
31 December
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MOSAIC FINANCIAL GROUP, LLC has filed 9 SEC EDGAR filings since 15 May 2024

Latest Filings

Recent SEC filings for MOSAIC FINANCIAL GROUP, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Nov 2025 30 Sep 2025 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2025 30 Jun 2025 028-24166
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2025 30 Jun 2025 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2025 31 Dec 2024 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2024 30 Sep 2024 028-24166
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2024 30 Jun 2024 028-24166
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-24166

About this filer

MOSAIC FINANCIAL GROUP, LLC files with the SEC under CIK 0002011050. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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