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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BHF holding history

Brighthouse Financial, 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.

BHF overviewAll 13F holders of BHFFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$316
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of BHF by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$316<0.1%00.0%UnchangedHolders
Q1 20265$299<0.1%00.0%UnchangedHolders
Q4 20255$323<0.1%00.0%UnchangedHolders
Q3 20255$265<0.1%00.0%UnchangedHolders
Q2 20255$269<0.1%+5NewHolders
Q4 20240$00.0%−5−100.0%Sold outHolders
Q3 20245$225<0.1%00.0%UnchangedHolders
Q2 20245$217<0.1%+5NewHolders
Q2 20230$00.0%−2−100.0%Sold outHolders
Q1 20232$88<0.1%00.0%UnchangedHolders
Q4 20222$103<0.1%00.0%UnchangedHolders
Q3 20222$00.0%00.0%UnchangedHolders
Q2 20222$00.0%00.0%UnchangedHolders
Q1 20222$00.0%00.0%UnchangedHolders
Q4 20212$00.0%00.0%UnchangedHolders
Q3 20212$00.0%00.0%UnchangedHolders
Q2 20212$00.0%00.0%UnchangedHolders
Q1 20212$00.0%––Holders

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