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Disclosery

HighMark Wealth Management LLC: IVV position timeline

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

HighMark Wealth Management LLC held 109,892 IVV 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 109,892 shares
    Change vs previous 13F -7,063 shares

    27.57% of the 13F portfolio, value $82,286,006.

    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 116,955 shares
    Change vs previous 13F +6,646 shares

    31.01% of the 13F portfolio, value $76,166,900.

    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 110,309 shares
    Change vs previous 13F +1,132 shares

    30.79% of the 13F portfolio, value $75,555,205.

    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 109,177 shares
    Change vs previous 13F -980 shares

    32.18% of the 13F portfolio, value $73,089,687.

    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 110,157 shares
    Change vs previous 13F +675 shares

    33.43% of the 13F portfolio, value $68,378,990.

    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 109,482 shares
    Change vs previous 13F -151 shares

    36.34% of the 13F portfolio, value $61,515,374.

    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 109,633 shares
    Change vs previous 13F -1,086 shares

    37.1% of the 13F portfolio, value $64,537,530.

    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 110,719 shares
    Change vs previous 13F not available

    34.96% of the 13F portfolio, value $63,865,068.

    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).