Mindset Wealth Management, LLC
- SEC CIK
- 0002044232
- Latest filing
- Aug 4, 2026
CIF holding history
MFS Intermediate High Income Fund 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.
CIF overviewAll 13F holders of CIFFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −14,145−100.0% | Sold out | Holders |
| Q3 2025 | 14,145 | $25.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 14,145 | $24.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 14,145 | $24.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 14,145 | $24.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 14,145 | $25.2K | <0.1% | – | No prior filing | Holders |