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CIK 0002044232 • 7 13F filings • May 15, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("mindset-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002044232-25-000004 |
| $366.9M |
| View |
| Aug 4, 2026 | Q2 2026 | 13F-HR | 0002044232-26-000003 | $519.1M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001988408-25-000007 | $305.5M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002044232-26-000002 | $372.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001830922-25-000005 | $256.9M | View |