MINDSET WEALTH MANAGEMENT, LLC
CIK
0002044232
City
INDIANAPOLIS
State / Country
IN
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $345,526 | 26,785 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $747,775 | 51,785 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $720,329 | 51,785 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $748,811 | 51,785 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $744,150 | 51,785 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $745,186 | 51,785 | Shares | Sole | 2024-11-13 |