HighMark Wealth Management LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighMark Wealth Management LLC on DIS, newest first. How the timeline and the estimate are built.
HighMark Wealth Management LLC held 1,432 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,432 sharesChange vs previous 13F +124 shares
0.05% of the 13F portfolio, value $137,815.
13F-HR 0001802451-26-000003 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,308 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $126,050.
13F-HR 0001802451-26-000002 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,307 sharesChange vs previous 13F +25 shares
0.06% of the 13F portfolio, value $148,695.
13F-HR 0001802451-26-000001 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,282 sharesChange vs previous 13F -72 shares
0.06% of the 13F portfolio, value $146,787.
13F-HR 0001802451-25-000008 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,354 sharesChange vs previous 13F -92 shares
0.08% of the 13F portfolio, value $167,865.
13F-HR 0001802451-25-000004 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,446 sharesChange vs previous 13F +48 shares
0.08% of the 13F portfolio, value $142,685.
13F-HR 0001802451-25-000003 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,398 sharesChange vs previous 13F +10 shares
0.09% of the 13F portfolio, value $155,625.
13F-HR 0001802451-25-000001 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,388 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $133,475.
13F-HR 0001802451-24-000005 filed by HighMark Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).