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MINDSET WEALTH MANAGEMENT, LLC: CRM position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,150 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,150 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $304,673.

    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).

  3. period ended2025-09-30
    13F 1,050 shares
    Change vs previous 13F -300 shares

    0.07% of the 13F portfolio, value $248,791.

    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).

  4. period ended2025-06-30
    13F 1,350 shares
    Change vs previous 13F -106 shares

    0.12% of the 13F portfolio, value $368,250.

    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).

  5. period ended2025-03-31
    13F 1,456 shares
    Change vs previous 13F +195 shares

    0.15% of the 13F portfolio, value $390,763.

    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).

  6. period ended2024-12-31
    13F 1,261 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $421,544.

    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).

  7. period ended2024-09-30
    13F 1,249 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $341,750.

    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).