Position in HUM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$343,198
+$123,695 QoQ
Shares Held
864
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#608
of 918 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,665,138 across 3 Healthcare Plans names. HUM ranks #3 (20.6% of the industry book) .
All Filings in HUM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,198 | 864 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $219,503 | 857 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $222,445 | 855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,853 | 887 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $224,645 | 849 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $235,971 | 745 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||