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MINDSET WEALTH MANAGEMENT, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MINDSET WEALTH MANAGEMENT, LLC on AAPL, newest first. How the timeline and the estimate are built.

MINDSET WEALTH MANAGEMENT, LLC held 256,358 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,358 shares
    Change vs previous 13F +36,000 shares

    14.29% of the 13F portfolio, value $74,179,711.

    13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 220,358 shares
    Change vs previous 13F +1,175 shares

    15.01% of the 13F portfolio, value $55,924,754.

    13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 219,183 shares
    Change vs previous 13F -584 shares

    15.62% of the 13F portfolio, value $59,587,057.

    13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 219,767 shares
    Change vs previous 13F -1,004 shares

    15.25% of the 13F portfolio, value $55,959,271.

    13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 220,771 shares
    Change vs previous 13F -156 shares

    14.83% of the 13F portfolio, value $45,295,557.

    13F-HR 0001988408-25-000007 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,927 shares
    Change vs previous 13F -24,739 shares

    19.1% of the 13F portfolio, value $49,074,606.

    13F-HR 0001830922-25-000005 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 245,666 shares
    Change vs previous 13F +18,765 shares

    22.49% of the 13F portfolio, value $61,519,719.

    13F-HR 0002044232-25-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 226,901 shares
    Change vs previous 13F not available

    21.84% of the 13F portfolio, value $52,867,986.

    13F-HR 0002044232-24-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).