Skip to content
Disclosery

HighMark Wealth Management LLC: NEO position timeline

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

HighMark Wealth Management LLC held 612,534 NEO 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 612,534 shares
    Change vs previous 13F +32,700 shares

    2.99% of the 13F portfolio, value $8,936,871.

    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 579,834 shares
    Change vs previous 13F +12,500 shares

    1.75% of the 13F portfolio, value $4,302,368.

    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 567,334 shares
    Change vs previous 13F +167,000 shares

    2.72% of the 13F portfolio, value $6,671,847.

    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 400,334 shares
    Change vs previous 13F +275,734 shares

    1.36% of the 13F portfolio, value $3,090,578.

    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 124,600 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $910,826.

    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 124,600 shares
    Change vs previous 13F +27,800 shares

    0.7% of the 13F portfolio, value $1,182,454.

    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 96,800 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,595,264.

    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 96,800 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,427,800.

    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).