Position in SRAD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$199,175
+$7,586 QoQ
Shares Held
13,305
+16.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#100
of 149 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRAD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,469,256 across 5 Software - Application names. SRAD ranks #5 (13.6% of the industry book) .
All Filings in SRAD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,175 | 13,305 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $191,589 | 11,445 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $260,780 | 10,971 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $241,884 | 8,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,410 | 8,526 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $238,360 | 11,025 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||