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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by HighMark Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2023
Holdings of AJG by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−21−100.0%Sold outHolders
Q3 202521$6.50K<0.1%00.0%UnchangedHolders
Q2 202521$6.72K<0.1%−4−16.0%ReducedHolders
Q1 202525$8.63K<0.1%00.0%UnchangedHolders
Q4 202425$7.10K<0.1%00.0%UnchangedHolders
Q3 202425$7.03K<0.1%−3−10.7%ReducedHolders
Q2 202428$7.26K<0.1%+6+27.3%AddedHolders
Q1 202422$5.50K<0.1%00.0%UnchangedHolders
Q4 202322$4.95K<0.1%00.0%UnchangedHolders
Q3 202322$5.01K<0.1%+22NewHolders