Mindset Wealth Management, LLC

SEC CIK: 0002044232
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone 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.

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 3,000
Value: $353.0K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of BX by Mindset Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,000	$353.0K	0.1%	−200−6.3%	Reduced	Holders
Q1 2026	3,200	$368.0K	0.1%	−15−0.5%	Reduced	Holders
Q4 2025	3,215	$495.6K	0.1%	−63−1.9%	Reduced	Holders
Q3 2025	3,278	$560.0K	0.2%	+3,278	New	Holders