MINDSET WEALTH MANAGEMENT, LLC

Position in UPWK — Upwork, Inc

CIK 2044232 INDIANAPOLIS, IN

Position in UPWK

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

Position Value

$128,376

-$20,723 QoQ

Shares Held

15,356

+12.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#194

of 295 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $16,652,965 across 5 Internet Content & Information names. UPWK ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	24,287	$8,642,619
2	META	Meta Platforms, Inc.	12,714	$7,161,669
3	RDDT	Reddit, Inc.	2,215	$384,479
4	NBIS	Nebius Group N.V.	1,216	$335,822
5	UPWK	Upwork, Inc This page	15,356	$128,376

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,376	15,356	+12.9%	Shares	Sole	2026-08-04
2026-03-31	$149,099	13,604	-2.2%	Shares	Sole	2026-04-22
2025-12-31	$275,656	13,908	+28.6%	Shares	Sole	2026-02-12
2025-09-30	$200,853	10,816	-4.5%	Shares	Sole	2025-11-14
2025-03-31	$147,817	11,327	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.