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Disclosery

HighMark Wealth Management LLC: DWAS position timeline

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

HighMark Wealth Management LLC held 46,538 DWAS 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 46,538 shares
    Change vs previous 13F -319 shares

    1.98% of the 13F portfolio, value $5,924,622.

    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 46,857 shares
    Change vs previous 13F +1,661 shares

    1.87% of the 13F portfolio, value $4,602,142.

    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 45,196 shares
    Change vs previous 13F +192 shares

    1.78% of the 13F portfolio, value $4,373,406.

    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 45,004 shares
    Change vs previous 13F -2,252 shares

    1.83% of the 13F portfolio, value $4,147,383.

    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).

  5. period ended2025-06-30
    13F 47,256 shares
    Change vs previous 13F -15 shares

    1.96% of the 13F portfolio, value $4,008,869.

    13F-HR 0001802451-25-000004 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).

  6. period ended2025-03-31
    13F 47,271 shares
    Change vs previous 13F -341 shares

    2.18% of the 13F portfolio, value $3,686,219.

    13F-HR 0001802451-25-000003 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).

  7. period ended2024-12-31
    13F 47,612 shares
    Change vs previous 13F -584 shares

    2.5% of the 13F portfolio, value $4,346,015.

    13F-HR 0001802451-25-000001 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).

  8. period ended2024-09-30
    13F 48,196 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $4,475,991.

    13F-HR 0001802451-24-000005 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).