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MINDSET WEALTH MANAGEMENT, LLC: CME position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 31,500 CME 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 31,500 shares
    Change vs previous 13F +500 shares

    1.34% of the 13F portfolio, value $6,956,145.

    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 31,000 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $9,155,850.

    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 31,000 shares
    Change vs previous 13F -4 shares

    2.22% of the 13F portfolio, value $8,465,480.

    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 31,004 shares
    Change vs previous 13F -25 shares

    2.28% of the 13F portfolio, value $8,376,971.

    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 31,029 shares
    Change vs previous 13F +29 shares

    2.8% of the 13F portfolio, value $8,552,213.

    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 31,000 shares
    Change vs previous 13F -2,170 shares

    3.2% of the 13F portfolio, value $8,223,990.

    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 33,170 shares
    Change vs previous 13F +52 shares

    2.82% of the 13F portfolio, value $7,703,069.

    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 33,118 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $7,307,487.

    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).