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MINDSET WEALTH MANAGEMENT, LLC: PM position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 7,245 PM 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 7,245 shares
    Change vs previous 13F -498 shares

    0.25% of the 13F portfolio, value $1,310,693.

    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 7,743 shares
    Change vs previous 13F +284 shares

    0.34% of the 13F portfolio, value $1,280,228.

    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 7,459 shares
    Change vs previous 13F -914 shares

    0.31% of the 13F portfolio, value $1,196,424.

    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 8,373 shares
    Change vs previous 13F +215 shares

    0.37% of the 13F portfolio, value $1,358,101.

    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 8,158 shares
    Change vs previous 13F -42 shares

    0.49% of the 13F portfolio, value $1,485,817.

    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 8,200 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,301,586.

    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).