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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
14,327
Value
$296.6K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of T by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,327$296.6K0.1%+3,099+27.6%AddedHolders
Q1 202611,228$325.5K0.1%−256−2.2%ReducedHolders
Q4 202511,484$285.3K0.1%+707+6.6%AddedHolders
Q3 202510,777$304.3K0.1%+252+2.4%AddedHolders
Q2 202510,525$304.6K0.1%+138+1.3%AddedHolders
Q1 202510,387$293.7K0.1%+55+0.5%AddedHolders
Q4 202410,332$235.3K0.1%−2,856−21.7%ReducedHolders
Q3 202413,188$290.1K0.1%–No prior filingHolders