MINDSET WEALTH MANAGEMENT, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 2044232
INDIANAPOLIS, IN
Position in HOOD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$305,854
+$94,489 QoQ
Shares Held
3,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#946
of 1,380 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,828,292 across 2 Capital Markets names. HOOD ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,283 | $1,522,438 | |
| 2 | HOOD |
Robinhood Markets, Inc.
This page
|
3,050 | $305,854 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,854 | 3,050 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $211,365 | 3,050 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $322,335 | 2,850 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $464,619 | 3,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $255,609 | 2,730 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||