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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

NWG holding history

NatWest Group plc 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.

NWG overviewAll 13F holders of NWGFull Q2 2026 holdings

Shares (Q2 2026)
213
Value
$3.76K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of NWG by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026213$3.76K<0.1%−89−29.5%ReducedHolders
Q1 2026302$4.50K<0.1%00.0%UnchangedHolders
Q4 2025302$5.28K<0.1%00.0%UnchangedHolders
Q3 2025302$4.27K<0.1%+3+1.0%AddedHolders
Q2 2025299$4.24K<0.1%−19−6.0%ReducedHolders
Q1 2025318$3.79K<0.1%00.0%UnchangedHolders
Q4 2024318$3.23K<0.1%+318NewHolders