MINDSET WEALTH MANAGEMENT, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MINDSET WEALTH MANAGEMENT, LLC on BA, newest first. How the timeline and the estimate are built.
MINDSET WEALTH MANAGEMENT, LLC held 1,275 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,275 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $275,999.
13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,275 sharesChange vs previous 13F -85 shares
0.07% of the 13F portfolio, value $253,763.
13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,360 sharesChange vs previous 13F +337 shares
0.08% of the 13F portfolio, value $295,283.
13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,023 sharesChange vs previous 13F +1,023 shares
0.06% of the 13F portfolio, value $220,794.
13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,189 shares
13F-HR 0001830922-25-000005 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,189 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $210,382.
13F-HR 0002044232-25-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).