MINDSET WEALTH MANAGEMENT, LLC
Position in FIX — Comfort Systems USA Inc
CIK 2044232
INDIANAPOLIS, IN
Position in FIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$990,975
+$301,480 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#768
of 1,341 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,365,263 across 3 Engineering & Construction names. FIX ranks #1 (41.9% of the industry book) .
All Filings in FIX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,975 | 500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $689,495 | 500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $466,645 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $412,590 | 500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $281,510 | 525 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $222,631 | 525 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $204,933 | 525 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||