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Mindset Wealth Management, LLCAggressive GrowthConcentrated long-term

CIK: 0002044232 | INDIANAPOLIS, IN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR198$562.1M2026-10-19SEC ↗
Q2 2026
13F-HR191$519.1M2026-08-04SEC ↗
Q1 2026
13F-HR176$372.5M2026-04-22SEC ↗
Q4 2025
13F-HR190$381.5M2026-02-12SEC ↗
Q3 2025
13F-HR179$366.9M2025-11-14SEC ↗
Q2 2025
13F-HR153$305.5M2025-08-11SEC ↗
Q1 2025
13F-HR148$256.9M2025-05-15SEC ↗
Q4 2024
13F-HR136$273.6M2025-02-11SEC ↗
Q3 2024
13F-HR128$242.0M2024-11-13SEC ↗