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HighMark Wealth Management LLC: SPYI position timeline

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

HighMark Wealth Management LLC held 1,067 SPYI 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 1,067 shares
    Change vs previous 13F -857 shares

    0.02% of the 13F portfolio, value $56,654.

    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 1,924 shares
    Change vs previous 13F -6,092 shares

    0.04% of the 13F portfolio, value $94,995.

    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 8,016 shares
    Change vs previous 13F +236 shares

    0.17% of the 13F portfolio, value $421,103.

    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 7,780 shares
    Change vs previous 13F +3,679 shares

    0.18% of the 13F portfolio, value $406,910.

    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 4,101 shares
    Change vs previous 13F +4,014 shares

    0.1% of the 13F portfolio, value $206,386.

    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 87 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,155.

    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).