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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

MTB holding history

M&T Bank Corp 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.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2021
Holdings of MTB by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−57−100.0%Sold outHolders
Q3 202457$10.2K<0.1%−10−14.9%ReducedHolders
Q2 202467$10.1K<0.1%+6+9.8%AddedHolders
Q1 202461$3.35K<0.1%+28+84.8%AddedHolders
Q4 202333$4.52K<0.1%00.0%UnchangedHolders
Q3 202333$4.17K<0.1%−20−37.7%ReducedHolders
Q2 202353$6.56K<0.1%00.0%UnchangedHolders
Q1 202353$6.34K<0.1%00.0%UnchangedHolders
Q4 202253$7.69K<0.1%−7−11.7%ReducedHolders
Q3 202260$11.0K<0.1%−8−11.8%ReducedHolders
Q2 202268$11.0K<0.1%+9+15.3%AddedHolders
Q1 202259$10.0K<0.1%00.0%UnchangedHolders
Q4 202159$9.00K<0.1%+4+7.3%AddedHolders
Q3 202155$8.00K<0.1%+55NewHolders