MOSAIC FAMILY WEALTH PARTNERS, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, MOSAIC FAMILY WEALTH PARTNERS, LLC opened 2 positions, added to 5, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$847,402); the largest decrease was DEO (-$23,155).
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 3,225; Shares 2026-06-30 2,699.
Two Form 13F-HR filings compared (SEC CIK 1965241): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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