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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
6
Value
$874
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of C by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266$874<0.1%00.0%UnchangedHolders
Q1 20266$704<0.1%00.0%UnchangedHolders
Q4 20256$721<0.1%00.0%UnchangedHolders
Q3 20256$624<0.1%00.0%UnchangedHolders
Q2 20256$520<0.1%00.0%UnchangedHolders
Q1 20256$430<0.1%00.0%UnchangedHolders
Q4 20246$424<0.1%00.0%UnchangedHolders
Q3 20246$374<0.1%00.0%UnchangedHolders
Q2 20246$375<0.1%00.0%UnchangedHolders
Q1 20246$371<0.1%00.0%UnchangedHolders
Q4 20236$299<0.1%00.0%UnchangedHolders
Q3 20236$236<0.1%00.0%UnchangedHolders
Q2 20236$261<0.1%00.0%UnchangedHolders
Q1 20236$263<0.1%00.0%UnchangedHolders
Q4 20226$251<0.1%+1+20.0%AddedHolders
Q3 20225$00.0%00.0%UnchangedHolders
Q2 20225$00.0%00.0%UnchangedHolders
Q1 20225$00.0%00.0%UnchangedHolders
Q4 20215$00.0%00.0%UnchangedHolders
Q3 20215$00.0%00.0%UnchangedHolders
Q2 20215$00.0%00.0%UnchangedHolders
Q1 20215$00.0%––Holders

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