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Disclosery

HighMark Wealth Management LLC: BGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighMark Wealth Management LLC on BGL, newest first. How the timeline and the estimate are built.

HighMark Wealth Management LLC held 270 BGL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $75.

    13F-HR 0001802451-26-000003 filed by HighMark Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 270 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $326.

    13F-HR 0001802451-26-000002 filed by HighMark Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 270 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $518.

    13F-HR 0001802451-26-000001 filed by HighMark Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278.

    13F-HR 0001802451-25-000008 filed by HighMark Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).