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MINDSET WEALTH MANAGEMENT, LLC: MO position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 8,746 MO 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 8,746 shares
    Change vs previous 13F -1,000 shares

    0.12% of the 13F portfolio, value $629,296.

    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 9,746 shares
    Change vs previous 13F +200 shares

    0.17% of the 13F portfolio, value $643,146.

    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 9,546 shares
    Change vs previous 13F +222 shares

    0.14% of the 13F portfolio, value $550,415.

    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 9,324 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $615,922.

    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 9,323 shares
    Change vs previous 13F +1,250 shares

    0.18% of the 13F portfolio, value $546,634.

    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 8,073 shares
    Change vs previous 13F +582 shares

    0.19% of the 13F portfolio, value $484,556.

    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 7,491 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $391,705.

    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 7,491 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $382,329.

    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).