MINDSET WEALTH MANAGEMENT, LLC: EXEL position timeline

MINDSET WEALTH MANAGEMENT, LLC held 6,179 EXEL 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 6,179 shares

   Change vs previous 13F +519 shares

   0.06% of the 13F portfolio, value $336,199.

   13F-HR 0002044232-26-000003 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,660 shares

   Change vs previous 13F -335 shares

   0.07% of the 13F portfolio, value $242,757.

   13F-HR 0002044232-26-000002 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,995 shares

   Change vs previous 13F +5,995 shares

   0.07% of the 13F portfolio, value $262,761.

   13F-HR 0002044232-26-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -5,593 shares

   13F-HR 0001988408-25-000007 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

5. period ended2025-03-31

   13F 5,593 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $206,494.

   13F-HR 0001830922-25-000005 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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