Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001830922-25-000005
Filing Date
2025-05-15
Accepted
2025-05-15 17:01:36
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1982
2 formreportmindset_q12025.html INFORMATION TABLE  
2 formreportmindset_q12025.xml INFORMATION TABLE 77823
  Complete submission text file 0001830922-25-000005.txt   81065
Mailing Address 8275 ALLISON POINTE TRAIL SUITE 230 INDIANAPOLIS IN 46250
Business Address 8275 ALLISON POINTE TRAIL SUITE 230 INDIANAPOLIS IN 46250 317-348-4655
MINDSET WEALTH MANAGEMENT, LLC (Filer) CIK: 0002044232 (see all company filings)

EIN.: 991472272 | State of Incorp.: IN | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24472 | Film No.: 25955138