MOS — MOSAIC CO NEW COM

Ownership history in Bogart Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in MOSAIC CO NEW COM (MOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 36 +14 +63.6% 0.00% $1K $34.08
2025 Q2 UNCHANGED 22 — 0% 0.00% $803 $35.60
2025 Q1 REDUCED 22 -9 -29.0% 0.00% $594 $26.20
2022 Q2 INITIATED 31 — — 0.00% $1K $42.72
% of Fund (quarterly)    MOS price (monthly, adj. close)

Other funds also holding MOS

As of 2025 Q4 — sorted by position size

GATE CITY CAPITAL MANAGEMENT, LLC 5.65% AEGIS FINANCIAL CORP 3Y 7Y 4.9% TERRIL BROTHERS, INC. 3Y 7Y 4.81% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 3.93% COLRAIN CAPITAL LLC 3Y 7Y 3.48% Randolph Co Inc 3Y 7Y 3.19% Carolina Wealth Advisors, LLC 3Y 2.56% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.1% DONALD SMITH & CO., INC. 3Y 7Y 2.09% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.04%
← Back to Bogart Wealth, LLC Holdings