Mindset Wealth Management, LLC
- SEC CIK
- 0002044232
- Latest filing
- Aug 4, 2026
PLMR holding history
Palomar Holdings, 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.
PLMR overviewAll 13F holders of PLMRFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,935
- Value
- $244.6K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,935 | $244.6K | <0.1% | −131−6.3% | Reduced | Holders |
| Q1 2026 | 2,066 | $246.9K | 0.1% | +17+0.8% | Added | Holders |
| Q4 2025 | 2,049 | $276.1K | 0.1% | +2,049 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −1,301−100.0% | Sold out | Holders |
| Q2 2025 | 1,301 | $200.7K | 0.1% | −418−24.3% | Reduced | Holders |
| Q1 2025 | 1,719 | $235.6K | 0.1% | +1,719 | New | Holders |