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Mosaic shares owned by Joule Financial

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Mosaic

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All positions including Mosaic held by Joule Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Joule Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $849k 25k 34.68
2025-06-30 $926k 25k 36.48
2025-03-31 $684k 25k 27.01

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Paysign (PAYS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

Top funds holding Mosaic

Vanguard Group
FMR
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
AQR Capital Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
D. E. Shaw & Co
Northern Trust
Charles Schwab Investment Management
Donald Smith & Co
Citadel Advisors

View all funds holding Mosaic