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Mosaic shares owned by Independent Wealth Network

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in Mosaic

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All positions including Mosaic held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 11k 21.19

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500val (SPYV)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
First Tr Exchange-traded SHS (QTEC)

View all positions for Independent Wealth Network

Top funds holding Mosaic

BlackRock
Vanguard Capital Management
AQR Capital Management
Invesco
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
FMR
Geode Capital Management
Donald Smith & Co
Millennium Management
Citadel Advisors
Susquehanna International
T. Rowe Price Associates
Jane Street

View all funds holding Mosaic