MOSAIC FAMILY WEALTH PARTNERS, LLC EBI β€” LONGVIEW ADVANTAGE ETF

Ownership history in MOSAIC FAMILY WEALTH PARTNERS, LLC  Β·  4 quarters on record

AI Ownership Summary

MOSAIC FAMILY WEALTH PARTNERS, LLC reported LONGVIEW ADVANTAGE ETF (EBI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q2. The latest visible filing shows EBI at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOSAIC FAMILY WEALTH PARTNERS, LLC's position in LONGVIEW ADVANTAGE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EBI was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOSAIC FAMILY WEALTH PARTNERS, LLC held EBI β€” position size vs. price
% of Fund (quarterly)    EBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 69,400 +2 +0.0% 0.41% $4.0M 2026-04-30 $62.23
2025 Q4 REDUCED β€” β€” β€” 69,398 -221 -0.3% 0.43% $3.9M 2026-02-13 $59.83
2025 Q3 UNCHANGED β€” β€” β€” 69,619 β€” 0% 0.44% $3.8M 2025-11-12 $55.38
2025 Q2 INITIATED β€” β€” β€” 69,619 β€” β€” 0.45% $3.5M 2025-08-11 $51.42

FAQ About MOSAIC FAMILY WEALTH PARTNERS, LLC and EBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOSAIC FAMILY WEALTH PARTNERS, LLC reported owning EBI?

MOSAIC FAMILY WEALTH PARTNERS, LLC reported EBI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EBI position in MOSAIC FAMILY WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for EBI was 0.45% in 2025 Q2.

What is the latest reported EBI position on this page?

The most recent filing on this page is 2026 Q1, when MOSAIC FAMILY WEALTH PARTNERS, LLC reported 69,400 shares, equal to 0.41% of portfolio, with an estimated market value of $4.0M.

What does the chart on this EBI ownership page compare?

The chart compares MOSAIC FAMILY WEALTH PARTNERS, LLC's quarterly EBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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