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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

IBIT holding history

iShares Bitcoin Trust ETF 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.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
415
Value
$13.8K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of IBIT by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026415$13.8K<0.1%+15+3.8%AddedHolders
Q1 2026400$15.4K<0.1%−450−52.9%ReducedHolders
Q4 2025850$42.2K<0.1%−50−5.6%ReducedHolders
Q3 2025900$58.5K<0.1%+50+5.9%AddedHolders
Q2 2025850$52.0K<0.1%00.0%UnchangedHolders
Q1 2025850$39.8K<0.1%+400+88.9%AddedHolders
Q4 2024450$23.9K<0.1%−210−31.8%ReducedHolders
Q3 2024660$23.8K<0.1%+660NewHolders