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MINDSET WEALTH MANAGEMENT, LLC: B position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 33,777 B 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 33,777 shares
    Change vs previous 13F +2,968 shares

    0.24% of the 13F portfolio, value $1,240,629.

    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 30,809 shares
    Change vs previous 13F -1,550 shares

    0.34% of the 13F portfolio, value $1,256,699.

    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 32,359 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,409,234.

    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).