Skip to main content

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

LAD holding history

Lithia Motors 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.

LAD overviewAll 13F holders of LADFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2022
Holdings of LAD by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−17−100.0%Sold outHolders
Q2 202517$5.74K<0.1%−1−5.6%ReducedHolders
Q1 202518$5.28K<0.1%−5−21.7%ReducedHolders
Q4 202423$8.22K<0.1%+2+9.5%AddedHolders
Q3 202421$6.67K<0.1%+3+16.7%AddedHolders
Q2 202418$4.54K<0.1%00.0%UnchangedHolders
Q1 202418$5.42K<0.1%−8−30.8%ReducedHolders
Q4 202326$8.56K<0.1%+13+100.0%AddedHolders
Q3 202313$3.84K<0.1%−1−7.1%ReducedHolders
Q2 202314$4.26K<0.1%−4−22.2%ReducedHolders
Q1 202318$4.12K<0.1%00.0%UnchangedHolders
Q4 202218$3.69K<0.1%00.0%UnchangedHolders
Q3 202218$4.00K<0.1%00.0%UnchangedHolders
Q2 202218$5.00K<0.1%−1−5.3%ReducedHolders
Q1 202219$6.00K<0.1%+19NewHolders