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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

INVH holding history

Invitation Homes 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.

INVH overviewAll 13F holders of INVHFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q2 2021
Holdings of INVH by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%0Sold outHolders
Q2 20250$4.46K<0.1%−136−100.0%ReducedHolders
Q1 2025136$4.74K<0.1%−102−42.9%ReducedHolders
Q4 2024238$7.61K<0.1%−21−8.1%ReducedHolders
Q3 2024259$9.13K<0.1%−16−5.8%ReducedHolders
Q2 2024275$9.87K<0.1%+31+12.7%AddedHolders
Q1 2024244$8.69K<0.1%00.0%UnchangedHolders
Q4 2023244$8.32K<0.1%00.0%UnchangedHolders
Q3 2023244$7.73K<0.1%+79+47.9%AddedHolders
Q2 2023165$5.68K<0.1%+10+6.5%AddedHolders
Q1 2023155$4.84K<0.1%00.0%UnchangedHolders
Q4 2022155$4.59K<0.1%00.0%UnchangedHolders
Q3 2022155$5.00K<0.1%00.0%UnchangedHolders
Q2 2022155$6.00K<0.1%−7−4.3%ReducedHolders
Q1 2022162$7.00K<0.1%00.0%UnchangedHolders
Q4 2021162$7.00K<0.1%00.0%UnchangedHolders
Q3 2021162$6.00K<0.1%−13−7.4%ReducedHolders
Q2 2021175$7.00K<0.1%+175NewHolders