HighMark Wealth Management LLC

SEC CIK: 0001802451
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley 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.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of MS by HighMark Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−53−100.0%	Sold out	Holders
Q1 2024	53	$4.99K	<0.1%	+53	New	Holders
Q4 2023	0	$0	0.0%	−200−100.0%	Sold out	Holders
Q3 2023	200	$16.3K	<0.1%	+200	New	Holders