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Disclosery

HighMark Wealth Management LLC: IWM position timeline

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

HighMark Wealth Management LLC held 51,019 IWM 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 51,019 shares
    Change vs previous 13F -3,597 shares

    5.13% of the 13F portfolio, value $15,327,338.

    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 54,616 shares
    Change vs previous 13F +1,033 shares

    5.51% of the 13F portfolio, value $13,520,798.

    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 53,583 shares
    Change vs previous 13F +28 shares

    5.37% of the 13F portfolio, value $13,188,329.

    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 53,555 shares
    Change vs previous 13F -1,900 shares

    5.71% of the 13F portfolio, value $12,967,403.

    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 55,455 shares
    Change vs previous 13F -1,637 shares

    5.85% of the 13F portfolio, value $11,962,307.

    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 57,092 shares
    Change vs previous 13F -1,160 shares

    6.73% of the 13F portfolio, value $11,389,284.

    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 58,252 shares
    Change vs previous 13F -741 shares

    7.4% of the 13F portfolio, value $12,870,448.

    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 58,993 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $13,030,888.

    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).