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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

BBDC holding history

Barings BDC, Inc. 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.

BBDC overviewAll 13F holders of BBDCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2024
Holdings of BBDC by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,531−100.0%Sold outHolders
Q1 202510,531$100.5K<0.1%−15,500−59.5%ReducedHolders
Q4 202426,031$249.1K0.1%−1,000−3.7%ReducedHolders
Q3 202427,031$264.9K0.1%–No prior filingHolders