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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

NOTE holding history

FiscalNote Holdings, 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.

NOTE overviewAll 13F holders of NOTEFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of NOTE by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,000−100.0%Sold outHolders
Q2 20232,000$7.28K<0.1%+2,000NewHolders