MINDSET WEALTH MANAGEMENT, LLC

Position in SEZL — Sezzle Inc.

CIK 2044232 INDIANAPOLIS, IN

Position in SEZL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$664,208

+$423,010 QoQ

Shares Held

3,870

+1.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#154

of 323 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $6,687,703 across 4 Credit Services names. SEZL ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	9,379	$3,172,446
2	V	Visa Inc.	6,780	$2,326,150
3	SEZL	Sezzle Inc. This page	3,870	$664,208
4	MA	Mastercard Inc	1,022	$524,899

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,208	3,870	+1.5%	Shares	Sole	2026-08-04
2026-03-31	$241,198	3,811	-9.1%	Shares	Sole	2026-04-22
2025-12-31	$266,087	4,192	+54.1%	Shares	Sole	2026-02-12
2025-09-30	$216,321	2,720	+25.5%	Shares	Sole	2025-11-14
2025-06-30	$388,434	2,167	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.