Normally I try to pick up on the Google algorithm changes early on. So when I saw Eric Enge post on Google+ about a mobile friendly update that he thinks touched down on June 14th, I scratched my head. Normally I'd pick up on that on June 15th, the day after.
So I asked Gary Illyes from Google if there was an update and for some reason he did not reply on that Google+ thread.
I dug into the behemoth of Google Analytics profiles share with me, and I have a ton, and looked at the data. From the sites I checked, I saw no evidence of a mobile friendly update. I saw no signs of a mobile friendly update based on the community itself not saying anything. I saw virtually no signs of it.
The graph Eric shared was of Mojo Motors, which showed an uptick in their mobile organic traffic:
But this is just one site and with one site, anything like this can happen.
You can check your sites, do you see signs of any update like this? The fastest way to check is to go to Google Analytics, click on Audience > Mobile > Overview > and then check off desktop and mobile in the rows below and click on "Plot Rows." You can then finer tune those reports by organic Google traffic.
So my guess, there was no mobile friendly update since it originally launched on April 21st or so.
Forum discussion at Google+.