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MINDSET WEALTH MANAGEMENT, LLC: SRAD position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 13,305 SRAD 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 13,305 shares
    Change vs previous 13F +1,860 shares

    0.04% of the 13F portfolio, value $199,176.

    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 11,445 shares
    Change vs previous 13F +474 shares

    0.05% of the 13F portfolio, value $191,589.

    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 10,971 shares
    Change vs previous 13F +1,979 shares

    0.07% of the 13F portfolio, value $260,781.

    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 8,992 shares
    Change vs previous 13F +466 shares

    0.07% of the 13F portfolio, value $241,885.

    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 8,526 shares
    Change vs previous 13F -2,499 shares

    0.08% of the 13F portfolio, value $239,410.

    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 11,025 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $238,360.

    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).