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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BAM holding history

Brookfield Asset Management Ltd. 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.

BAM overviewAll 13F holders of BAMFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of BAM by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−1−100.0%Sold outHolders
Q3 20221$00.0%00.0%UnchangedHolders
Q2 20221$00.0%00.0%UnchangedHolders
Q1 20221$00.0%00.0%UnchangedHolders
Q4 20211$00.0%00.0%UnchangedHolders
Q3 20211$00.0%+1NewHolders