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MINDSET WEALTH MANAGEMENT, LLC: USA position timeline

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

MINDSET WEALTH MANAGEMENT, LLC held 236,396 USA 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 236,396 shares
    Change vs previous 13F -1,202 shares

    0.26% of the 13F portfolio, value $1,373,462.

    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 237,598 shares
    Change vs previous 13F +5,199 shares

    0.35% of the 13F portfolio, value $1,318,669.

    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 232,399 shares
    Change vs previous 13F -5,059 shares

    0.38% of the 13F portfolio, value $1,459,467.

    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 237,458 shares
    Change vs previous 13F +1,554 shares

    0.41% of the 13F portfolio, value $1,505,481.

    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 235,904 shares
    Change vs previous 13F +162,794 shares

    0.53% of the 13F portfolio, value $1,606,509.

    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 73,110 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $478,870.

    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).