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MINDSET WEALTH MANAGEMENT, LLC: TTD position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 0 TTD shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,650 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,650 shares
    Change vs previous 13F +640 shares

    0.08% of the 13F portfolio, value $276,907.

    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).

  3. period ended2025-06-30
    13F 5,010 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $360,670.

    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).

  4. period ended2025-03-31
    13F 5,010 shares
    Change vs previous 13F -55 shares

    0.11% of the 13F portfolio, value $274,147.

    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).

  5. period ended2024-12-31
    13F 5,065 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $595,289.

    13F-HR 0002044232-25-000001 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).

  6. period ended2024-09-30
    13F 5,225 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $572,921.

    13F-HR 0002044232-24-000001 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).