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HighMark Wealth Management LLC: IEMG position timeline

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

HighMark Wealth Management LLC held 654 IEMG 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 654 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $54,147.

    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 733 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $51,097.

    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 733 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $49,243.

    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 720 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $47,467.

    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 720 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $43,226.

    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 711 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $38,393.

    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 706 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $36,887.

    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 687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,448.

    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).