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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

BA holding history

Boeing Co in every 13F filed by Mindset Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,275
Value
$276.0K
% of portfolio
0.1%
Quarters held
5
Since Q4 2024
Holdings of BA by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,275$276.0K0.1%00.0%UnchangedHolders
Q1 20261,275$253.8K0.1%−85−6.3%ReducedHolders
Q4 20251,360$295.3K0.1%+337+32.9%AddedHolders
Q3 20251,023$220.8K0.1%+1,023NewHolders
Q1 20250$00.0%−1,189−100.0%Sold outHolders
Q4 20241,189$210.4K0.1%+1,189NewHolders