Ownership history in SVB WEALTH LLC · 16 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in Mosaic (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 | 7,391 | +494 | +7.2% | 0.01% | $256K | $34.08 |
| 2025 Q2 | REDUCED | 6,897 | -2,664 | -27.9% | 0.01% | $252K | $35.60 |
| 2025 Q1 | ADDED | 9,561 | +2,551 | +36.4% | 0.01% | $258K | $26.20 |
| 2024 Q1 | REDUCED | 7,010 | -1,256 | -15.2% | 0.01% | $228K | $30.50 |
| 2023 Q4 | ADDED | 8,266 | +295 | +3.7% | 0.01% | $295K | $33.35 |
| 2023 Q1 | REDUCED | 7,971 | -115 | -1.4% | 0.01% | $366K | $42.11 |
| 2022 Q4 | REDUCED | 8,086 | -1,867 | -18.8% | 0.00% | $355K | $39.90 |
| 2022 Q3 | ADDED | 9,953 | +5,293 | +113.6% | 0.01% | $481K | $43.82 |
| 2022 Q2 | REDUCED | 4,660 | -1,442 | -23.6% | 0.00% | $220K | $42.72 |
| 2022 Q1 | REDUCED | 6,102 | -4,109 | -40.2% | 0.01% | $406K | $60.00 |
As of 2025 Q4 — sorted by position size