Mindset Wealth Management, LLC
- SEC CIK
- 0002044232
- Latest filing
- Aug 4, 2026
UPWK holding history
Upwork, 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.
UPWK overviewAll 13F holders of UPWKFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,356
- Value
- $128.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,356 | $128.4K | <0.1% | +1,752+12.9% | Added | Holders |
| Q1 2026 | 13,604 | $149.1K | <0.1% | −304−2.2% | Reduced | Holders |
| Q4 2025 | 13,908 | $275.7K | 0.1% | +3,092+28.6% | Added | Holders |
| Q3 2025 | 10,816 | $200.9K | 0.1% | +10,816 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −11,327−100.0% | Sold out | Holders |
| Q1 2025 | 11,327 | $147.8K | 0.1% | +11,327 | New | Holders |