HighMark Wealth Management LLC: WFC position timeline

HighMark Wealth Management LLC held 68,644 WFC 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 68,644 shares

   Change vs previous 13F +47 shares

   1.9% of the 13F portfolio, value $5,672,717.

   13F-HR 0001802451-26-000003 filed by HighMark Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 68,597 shares

   Change vs previous 13F -14 shares

   2.22% of the 13F portfolio, value $5,461,017.

   13F-HR 0001802451-26-000002 filed by HighMark Wealth Management LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 68,611 shares

   Change vs previous 13F -6,208 shares

   2.61% of the 13F portfolio, value $6,394,555.

   13F-HR 0001802451-26-000001 filed by HighMark Wealth Management LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 74,819 shares

   Change vs previous 13F -21 shares

   2.76% of the 13F portfolio, value $6,271,324.

   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).

5. period ended2025-06-30

   13F 74,840 shares

   Change vs previous 13F +29 shares

   2.93% of the 13F portfolio, value $5,998,056.

   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).

6. period ended2025-03-31

   13F 74,811 shares

   Change vs previous 13F +12 shares

   3.17% of the 13F portfolio, value $5,370,710.

   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).

7. period ended2024-12-31

   13F 74,799 shares

   Change vs previous 13F +29 shares

   3.02% of the 13F portfolio, value $5,253,854.

   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).

8. period ended2024-09-30

   13F 74,770 shares

   Change vs previous 13F not available

   2.31% of the 13F portfolio, value $4,223,745.

   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).