Mosaic shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Mosaic
Tip: Access up to 7 years of quarterly data
All positions including Mosaic held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Mosaic by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 222k | 34.68 |
| 2025-06-30 | $7.9M | 218k | 36.48 |
| 2025-03-31 | $2.7M | 99k | 27.01 |
| 2024-12-31 | $1.9M | 79k | 24.58 |
| 2024-09-30 | $3.7M | 137k | 26.78 |
| 2024-06-30 | $3.9M | 135k | 28.90 |
| 2024-03-31 | $4.3M | 134k | 32.46 |
| 2021-12-31 | $12M | 292k | 39.29 |
| 2021-09-30 | $11M | 296k | 35.72 |
| 2021-06-30 | $9.2M | 287k | 31.91 |
| 2021-03-31 | $9.0M | 284k | 31.61 |
| 2020-12-31 | $6.4M | 278k | 23.01 |
| 2020-09-30 | $4.8M | 265k | 18.27 |
| 2020-06-30 | $3.3M | 267k | 12.51 |