SEC 13F Intelligence

Surience Private Wealth LLC / MINT

Surience Private Wealth LLC’s Pimco Etf Tr Position

Does Surience Private Wealth LLC own Pimco Etf Tr (MINT)? Yes — 30.8K shares worth $3M (+3.32% of its 13F portfolio) as of Q1 2026, up from 4.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
30.8K
% of Portfolio
+3.32%
Quarters Held
4
currently held

Position History MINT

Reported value by quarter
Q4 ’24: $938,179Q4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $418,226Q2 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.8K$3M+3.32%
Q2 20254.2K$418,226+0.39%
Q1 202545.0K$5M+7.86%
Q4 20249.3K$938,179+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of MINT.