HighMark Wealth Management LLC: IBM position timeline

HighMark Wealth Management LLC held 967 IBM 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 967 shares

   Change vs previous 13F +5 shares

   0.09% of the 13F portfolio, value $272,063.

   13F-HR 0001802451-26-000003 filed by HighMark Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 962 shares

   Change vs previous 13F +173 shares

   0.09% of the 13F portfolio, value $233,140.

   13F-HR 0001802451-26-000002 filed by HighMark Wealth Management LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 789 shares

   Change vs previous 13F +4 shares

   0.1% of the 13F portfolio, value $233,721.

   13F-HR 0001802451-26-000001 filed by HighMark Wealth Management LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 785 shares

   Change vs previous 13F +5 shares

   0.1% of the 13F portfolio, value $221,492.

   13F-HR 0001802451-25-000008 filed by HighMark Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 780 shares

   Change vs previous 13F +780 shares

   0.11% of the 13F portfolio, value $229,906.

   13F-HR 0001802451-25-000004 filed by HighMark Wealth Management LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -765 shares

   13F-HR 0001802451-25-000001 filed by HighMark Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 765 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $169,189.

   13F-HR 0001802451-24-000005 filed by HighMark Wealth Management LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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