HighMark Wealth Management LLC

SEC CIK: 0001802451
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group 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.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of CFG by HighMark Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−81−100.0%	Sold out	Holders
Q1 2023	81	$2.46K	<0.1%	−174−68.2%	Reduced	Holders
Q4 2022	255	$10.0K	<0.1%	+139+119.8%	Added	Holders
Q3 2022	116	$4.00K	<0.1%	+116	New	Holders