• 13F History

Mosaic Financial Partners, Inc.

13F Filings History

Latest 13F report
Q2 2018 - Jul 20, 2018
Value $
$152M
Signature - Title
Geoffrey M Zimmerman - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Mosaic Financial Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mosaic Financial Partners, Inc. reported 49 stock holdings with total value $152M as of Q2 2018. Top holdings included EMB, WY, VTIP, IWB, and MNA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2018 49 $152M +$27.2M -$2.43M +$24.7M EMB, WY, VTIP, IWB, MNA 13F-HR 7/20/2018, 12:20 PM
Q1 2018 51 $165M +$23.2M -$34.4M -$11.2M EMB, WY, VTIP, IWB, IEMG 13F-HR 4/19/2018, 12:56 PM
Q4 2017 45 $135M +$12.6M -$8.95M +$3.69M VTIP, WY, MLPI, IEMG, PXF 13F-HR 1/19/2018, 05:06 PM
Q3 2017 47 $162M +$3.47M -$4.41M -$942K EMB, VTIP, WY, MLPI, IEMG 13F-HR 11/3/2017, 02:38 PM
Q2 2017 43 $160M +$4.82M -$3.23M +$1.59M EMB, VTIP, MLPI, WY, IEMG 13F-HR 8/8/2017, 12:25 PM
Q1 2017 43 $158M +$3.52M -$6.53M -$3.01M EMB, VTIP, MLPI, WY, IEMG 13F-HR 5/9/2017, 01:50 PM
Q4 2016 43 $156M +$5.32M -$1.4M +$3.92M EMB, VTIP, MLPI, WY, IEMG 13F-HR 2/2/2017, 01:56 PM
Q3 2016 43 $164M +$2.13M -$4.97M -$2.84M EMB, VTIP, MLPI, MLPN, WY 13F-HR 11/10/2016, 01:38 PM
Q2 2016 45 $162M +$7.25M -$8.24M -$987K EMB, VTIP, MLPI, MLPN, WY 13F-HR 8/8/2016, 04:13 PM
Q1 2016 43 $156M +$18.3M -$13.6M +$4.74M EMB, VTIP, MLPI, WY, IEMG 13F-HR 5/9/2016, 05:29 PM
Q4 2015 42 $156M +$12.3M -$14.6M -$2.34M EMB, IEMG, VTIP, MLPI, MLPN 13F-HR 2/5/2016, 03:46 PM
Q3 2015 45 $157M +$37.7M -$2.94M +$34.7M IEMG, EMB, VTIP, MLPI, IWB 13F-HR 11/4/2015, 04:18 PM
Q2 2015 49 $145M +$4.93M -$3.17M +$1.77M VTIP, MLPI, EMB, AMJ, IWB 13F-HR 8/5/2015, 06:01 PM
Q1 2015 47 $146M +$8.9M -$8.85M +$48.3K VTIP, MLPI, AMJ, EMB, IWB 13F-HR 5/7/2015, 02:10 PM
Q4 2014 46 $147M +$17.2M -$2.56M +$14.6M VTIP, MLPI, AMJ, EMB, IWB 13F-HR 2/9/2015, 04:43 PM
Q3 2014 48 $142M +$7.06M -$6.97M +$83.6K MLPI, AMJ, VTIP, EMB, IWB 13F-HR 10/28/2014, 08:37 PM
Q2 2014 49 $146M +$5.35M -$5.09M +$264K MLPI, AMJ, VTIP, STPZ, EMB 13F-HR 8/4/2014, 06:40 PM
Q1 2014 48 $140M +$11.2M -$8.15M +$3.07M STPZ, MLPI, AMJ, IWB, EMB 13F-HR 4/29/2014, 03:49 PM
Q4 2013 47 $137M STPZ, MLPI, AMJ, IWB, EMB 13F-HR 2/11/2014, 03:08 PM