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Disclosery

HighMark Wealth Management LLC: IJH position timeline

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

HighMark Wealth Management LLC held 62,399 IJH 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 62,399 shares
    Change vs previous 13F +1,700 shares

    1.61% of the 13F portfolio, value $4,811,243.

    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 60,699 shares
    Change vs previous 13F +2,632 shares

    1.66% of the 13F portfolio, value $4,086,920.

    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 58,067 shares
    Change vs previous 13F +466 shares

    1.56% of the 13F portfolio, value $3,832,395.

    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 57,601 shares
    Change vs previous 13F -392 shares

    1.65% of the 13F portfolio, value $3,758,652.

    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 57,993 shares
    Change vs previous 13F +1,084 shares

    1.76% of the 13F portfolio, value $3,595,735.

    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 56,909 shares
    Change vs previous 13F +20 shares

    1.96% of the 13F portfolio, value $3,320,629.

    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 56,889 shares
    Change vs previous 13F -13,423 shares

    2.04% of the 13F portfolio, value $3,542,026.

    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 70,312 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $4,381,828.

    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).