Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$524,899
-$10,236 QoQ
Shares Held
1,022
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,565
of 3,575 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $6,687,703 across 4 Credit Services names. MA ranks #4 (7.8% of the industry book) .
All Filings in MA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,899 | 1,022 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $535,135 | 1,071 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $624,542 | 1,094 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $621,709 | 1,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $600,713 | 1,069 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $585,392 | 1,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $562,376 | 1,068 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $520,959 | 1,055 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||