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HighMark Wealth Management LLC: IUSV position timeline

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

HighMark Wealth Management LLC held 75,506 IUSV 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 75,506 shares
    Change vs previous 13F -5,033 shares

    2.79% of the 13F portfolio, value $8,316,304.

    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 80,539 shares
    Change vs previous 13F +3,739 shares

    3.34% of the 13F portfolio, value $8,210,953.

    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 76,800 shares
    Change vs previous 13F +312 shares

    3.21% of the 13F portfolio, value $7,875,123.

    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 76,488 shares
    Change vs previous 13F -807 shares

    3.37% of the 13F portfolio, value $7,644,171.

    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 77,295 shares
    Change vs previous 13F +95 shares

    3.58% of the 13F portfolio, value $7,312,763.

    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 77,200 shares
    Change vs previous 13F -1,043 shares

    4.21% of the 13F portfolio, value $7,124,770.

    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 78,243 shares
    Change vs previous 13F -1,106 shares

    4.16% of the 13F portfolio, value $7,243,459.

    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 79,349 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $7,576,997.

    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).