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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

MO holding history

Altria 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.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
7,889
Value
$567.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MO by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,889$567.6K0.2%+121+1.6%AddedHolders
Q1 20267,768$512.6K0.2%+145+1.9%AddedHolders
Q4 20257,623$439.6K0.2%+35+0.5%AddedHolders
Q3 20257,588$501.3K0.2%+62+0.8%AddedHolders
Q2 20257,526$441.2K0.2%+7,324+3,625.7%AddedHolders
Q1 2025202$12.1K<0.1%+3+1.5%AddedHolders
Q4 2024199$10.4K<0.1%+2+1.0%AddedHolders
Q3 2024197$10.1K<0.1%+2+1.0%AddedHolders
Q2 2024195$8.88K<0.1%+3+1.6%AddedHolders
Q1 2024192$8.39K<0.1%+2+1.1%AddedHolders
Q4 2023190$7.67K<0.1%−31−14.0%ReducedHolders
Q3 2023221$9.28K<0.1%+35+18.8%AddedHolders
Q2 2023186$8.41K<0.1%+100+116.3%AddedHolders
Q1 202386$3.82K<0.1%00.0%UnchangedHolders
Q4 202286$3.91K<0.1%00.0%UnchangedHolders
Q3 202286$3.00K<0.1%00.0%UnchangedHolders
Q2 202286$4.00K<0.1%00.0%UnchangedHolders
Q1 202286$4.00K<0.1%00.0%UnchangedHolders
Q4 202186$4.00K<0.1%00.0%UnchangedHolders
Q3 202186$4.00K<0.1%00.0%UnchangedHolders
Q2 202186$4.00K<0.1%00.0%UnchangedHolders
Q1 202186$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.