GOOGL ALPHABET INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.21% (2025 Q4)
Avg. % of fund
1.04%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,693 -2,517 -14.6% 1.21% $4.6M $312.78
2025 Q3 ADDED 17,210 +342 +2.0% 1.14% $4.2M $242.77
2025 Q2 ADDED 16,868 +353 +2.1% 0.97% $3.0M $175.83
2025 Q1 ADDED 16,515 +1,622 +10.9% 0.99% $2.6M $154.11
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOGL price (monthly, adj. close)
← Back to MINDSET WEALTH MANAGEMENT, LLC Holdings