MINDSET WEALTH MANAGEMENT, LLC: PFE position timeline

MINDSET WEALTH MANAGEMENT, LLC held 13,340 PFE 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 13,340 shares

   Change vs previous 13F +5,807 shares

   0.06% of the 13F portfolio, value $321,229.

   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 7,533 shares

   Change vs previous 13F +7,533 shares

   0.06% of the 13F portfolio, value $211,532.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -8,209 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.

4. period ended2025-03-31

   13F 8,209 shares

   Change vs previous 13F +495 shares

   0.08% of the 13F portfolio, value $208,016.

   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).

5. period ended2024-12-31

   13F 7,714 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $204,652.

   13F-HR 0002044232-25-000001 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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