MINDSET WEALTH MANAGEMENT, LLC

Position in V — Visa Inc.

CIK 2044232 INDIANAPOLIS, IN

Position in V

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

Position Value

$2,326,150

+$370,658 QoQ

Shares Held

6,780

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,249

of 4,515 holders

Holding Since

Sep 2024

8 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. V ranks #2 (34.8% of the industry book) .

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

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,326,150	6,780	+4.8%	Shares	Sole	2026-08-04
2026-03-31	$1,955,492	6,470	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$2,272,250	6,479	-1.4%	Shares	Sole	2026-02-12
2025-09-30	$2,242,525	6,569	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$2,335,873	6,579	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$2,257,663	6,442	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$2,030,557	6,425	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$1,760,779	6,404	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.