MINDSET WEALTH MANAGEMENT, LLC: SEZL position timeline

MINDSET WEALTH MANAGEMENT, LLC held 3,870 SEZL 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 3,870 shares

   Change vs previous 13F +59 shares

   0.13% of the 13F portfolio, value $664,208.

   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 3,811 shares

   Change vs previous 13F -381 shares

   0.06% of the 13F portfolio, value $241,198.

   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 4,192 shares

   Change vs previous 13F +1,472 shares

   0.07% of the 13F portfolio, value $266,087.

   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 ended2025-09-30

   13F 2,720 shares

   Change vs previous 13F +553 shares

   0.06% of the 13F portfolio, value $216,322.

   13F-HR 0002044232-25-000004 filed by MINDSET WEALTH MANAGEMENT, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,167 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $388,435.

   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).