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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BR holding history

Broadridge Financial Solutions, 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of BR by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−248−100.0%Sold outHolders
Q2 2025248$60.3K<0.1%−9−3.5%ReducedHolders
Q1 2025257$62.4K<0.1%+1+0.4%AddedHolders
Q4 2024256$57.9K<0.1%+1+0.4%AddedHolders
Q3 2024255$54.9K<0.1%+1+0.4%AddedHolders
Q2 2024254$50.1K<0.1%+1+0.4%AddedHolders
Q1 2024253$51.9K<0.1%+1+0.4%AddedHolders
Q4 2023252$51.9K<0.1%+1+0.4%AddedHolders
Q3 2023251$45.0K<0.1%+1+0.4%AddedHolders
Q2 2023250$41.4K<0.1%+1+0.4%AddedHolders
Q1 2023249$36.5K<0.1%+2+0.8%AddedHolders
Q4 2022247$33.2K<0.1%+1+0.4%AddedHolders
Q3 2022246$36.0K<0.1%+1+0.4%AddedHolders
Q2 2022245$35.0K<0.1%+1+0.4%AddedHolders
Q1 2022244$38.0K<0.1%+1+0.4%AddedHolders
Q4 2021243$44.0K<0.1%+1+0.4%AddedHolders
Q3 2021242$40.0K<0.1%+1+0.4%AddedHolders
Q2 2021241$39.0K<0.1%00.0%UnchangedHolders
Q1 2021241$37.0K<0.1%––Holders

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