HighMark Wealth Management LLC: LAD position timeline

HighMark Wealth Management LLC held 0 LAD shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -17 shares

   13F-HR 0001802451-25-000008 filed by HighMark Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 17 shares

   Change vs previous 13F -1 shares

   <0.01% of the 13F portfolio, value $5,743.

   13F-HR 0001802451-25-000004 filed by HighMark Wealth Management LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 18 shares

   Change vs previous 13F -5 shares

   <0.01% of the 13F portfolio, value $5,284.

   13F-HR 0001802451-25-000003 filed by HighMark Wealth Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 23 shares

   Change vs previous 13F +2 shares

   <0.01% of the 13F portfolio, value $8,221.

   13F-HR 0001802451-25-000001 filed by HighMark Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 21 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,670.

   13F-HR 0001802451-24-000005 filed by HighMark Wealth Management LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).