HighMark Wealth Management LLC
- SEC CIK
- 0001802451
- Latest filing
- Aug 12, 2026
MDB holding history
MongoDB, 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.
MDB overviewAll 13F holders of MDBFull Q2 2026 holdings
- Shares (Q2 2026)
- 23
- Value
- $7.72K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $7.72K | <0.1% | +7+43.8% | Added | Holders |
| Q1 2026 | 16 | $3.92K | <0.1% | +16 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −20−100.0% | Sold out | Holders |
| Q2 2024 | 20 | $5.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 20 | $7.17K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 20 | $8.18K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 20 | $6.92K | <0.1% | +20 | New | Holders |