Position in OMER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$671,406
+$43,086 QoQ
Shares Held
70,600
+18.7% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#49
of 172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMER Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,602,277 across 3 Biotechnology names. OMER ranks #1 (41.9% of the industry book) .
All Filings in OMER
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,406 | 70,600 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $628,320 | 59,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $893,360 | 52,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,000 | 60,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,000 | 60,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $517,860 | 63,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $622,440 | 63,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $238,696 | 60,125 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||