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 TESLA INC (TSLA). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,515 | +30 | +0.7% | 0.53% | $2.0M | $449.72 |
| 2025 Q3 | ADDED | 4,485 | +237 | +5.6% | 0.54% | $2.0M | $444.72 |
| 2025 Q2 | REDUCED | 4,248 | -457 | -9.7% | 0.44% | $1.3M | $317.66 |
| 2025 Q1 | ADDED | 4,705 | +1,422 | +43.3% | 0.47% | $1.2M | $259.16 |
| 2024 Q4 | ADDED | 3,283 | +446 | +15.7% | 0.48% | $1.3M | $403.84 |
| 2024 Q3 | INITIATED | 2,837 | — | — | 0.31% | $742K | $261.63 |
As of 2025 Q4 — sorted by position size