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MINDSET WEALTH MANAGEMENT, LLC: SEI position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 6,834 SEI 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 6,834 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $549,864.

    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 6,870 shares
    Change vs previous 13F -1,198 shares

    0.1% of the 13F portfolio, value $388,224.

    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 8,068 shares
    Change vs previous 13F +1,027 shares

    0.1% of the 13F portfolio, value $370,886.

    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 7,041 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $281,429.

    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).