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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

ATRC holding history

AtriCure, Inc. 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.

ATRC overviewAll 13F holders of ATRCFull Q2 2026 holdings

Shares (Q2 2026)
83,720
Value
$2.34M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of ATRC by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683,720$2.34M0.8%00.0%UnchangedHolders
Q1 202683,720$2.39M1.0%00.0%UnchangedHolders
Q4 202583,720$3.31M1.3%−50.0%ReducedHolders
Q3 202583,725$2.95M1.3%00.0%UnchangedHolders
Q2 202583,725$2.74M1.3%00.0%UnchangedHolders
Q1 202583,725$2.70M1.6%00.0%UnchangedHolders
Q4 202483,725$2.56M1.5%+13,500+19.2%AddedHolders
Q3 202470,225$1.97M1.1%+500+0.7%AddedHolders
Q2 202469,725$1.59M1.0%+60,600+664.1%AddedHolders
Q1 20249,125$277.6K0.2%00.0%UnchangedHolders
Q4 20239,125$325.7K0.2%+6,300+223.0%AddedHolders
Q3 20232,825$123.7K0.1%+1,800+175.6%AddedHolders
Q2 20231,025$50.6K<0.1%00.0%UnchangedHolders
Q1 20231,025$42.5K<0.1%00.0%UnchangedHolders
Q4 20221,025$45.5K<0.1%00.0%UnchangedHolders
Q3 20221,025$40.0K<0.1%00.0%UnchangedHolders
Q2 20221,025$42.0K<0.1%+700+215.4%AddedHolders
Q1 2022325$21.0K<0.1%+325NewHolders
Q4 20210$00.0%−327−100.0%Sold outHolders
Q3 2021327$23.0K<0.1%−2−0.6%ReducedHolders
Q2 2021329$26.0K<0.1%+7+2.2%AddedHolders
Q1 2021322$21.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.