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Disclosery

HighMark Wealth Management LLC: SPEM position timeline

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

HighMark Wealth Management LLC held 13,425 SPEM 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 13,425 shares
    Change vs previous 13F -1,567 shares

    0.23% of the 13F portfolio, value $695,162.

    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 14,992 shares
    Change vs previous 13F -787 shares

    0.29% of the 13F portfolio, value $703,291.

    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 15,779 shares
    Change vs previous 13F +79 shares

    0.3% of the 13F portfolio, value $738,631.

    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 15,700 shares
    Change vs previous 13F -2,920 shares

    0.32% of the 13F portfolio, value $734,926.

    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 18,620 shares
    Change vs previous 13F -310 shares

    0.39% of the 13F portfolio, value $795,784.

    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 18,930 shares
    Change vs previous 13F -2,065 shares

    0.44% of the 13F portfolio, value $745,258.

    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 20,995 shares
    Change vs previous 13F -161 shares

    0.46% of the 13F portfolio, value $805,589.

    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 21,156 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $873,309.

    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).