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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

SF holding history

Stifel Financial 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.

SF overviewAll 13F holders of SFFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of SF by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−4−100.0%Sold outHolders
Q2 20234––−85−95.5%ReducedHolders
Q1 202389$5.26K<0.1%00.0%UnchangedHolders
Q4 202289$5.20K<0.1%00.0%UnchangedHolders
Q3 202289$5.00K<0.1%+40+81.6%AddedHolders
Q2 202249$3.00K<0.1%+49NewHolders