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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BX holding history

Blackstone 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.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$2.40K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2022
Holdings of BX by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$2.40K<0.1%00.0%UnchangedHolders
Q1 202620$2.33K<0.1%+7+53.8%AddedHolders
Q4 202513$2.00K<0.1%+13NewHolders
Q2 20240$00.0%−22−100.0%Sold outHolders
Q1 202422$2.89K<0.1%+14+175.0%AddedHolders
Q4 20238$1.05K<0.1%00.0%UnchangedHolders
Q3 20238$857<0.1%00.0%UnchangedHolders
Q2 20238$744<0.1%00.0%UnchangedHolders
Q1 20238$703<0.1%−3−27.3%ReducedHolders
Q4 202211$816<0.1%00.0%UnchangedHolders
Q3 202211$1.00K<0.1%00.0%UnchangedHolders
Q2 202211$1.00K<0.1%−2−15.4%ReducedHolders
Q1 202213$2.00K<0.1%+13NewHolders