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Disclosery

HighMark Wealth Management LLC: IJR position timeline

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

HighMark Wealth Management LLC held 89,888 IJR 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 89,888 shares
    Change vs previous 13F -797 shares

    4.47% of the 13F portfolio, value $13,329,768.

    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 90,685 shares
    Change vs previous 13F +4,806 shares

    4.58% of the 13F portfolio, value $11,236,859.

    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 85,879 shares
    Change vs previous 13F +1,652 shares

    4.21% of the 13F portfolio, value $10,319,926.

    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 84,227 shares
    Change vs previous 13F -2,511 shares

    4.41% of the 13F portfolio, value $10,014,607.

    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 86,738 shares
    Change vs previous 13F +1,469 shares

    4.63% of the 13F portfolio, value $9,476,736.

    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 85,269 shares
    Change vs previous 13F +366 shares

    5.27% of the 13F portfolio, value $8,916,603.

    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 84,903 shares
    Change vs previous 13F +7 shares

    5.62% of the 13F portfolio, value $9,781,703.

    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 84,896 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $9,929,458.

    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).