HighMark Wealth Management LLC
- SEC CIK
- 0001802451
- Latest filing
- Aug 12, 2026
SOFI holding history
SoFi Technologies, 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.
SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −320−100.0% | Sold out | Holders |
| Q1 2026 | 320 | $5.08K | <0.1% | −679−68.0% | Reduced | Holders |
| Q4 2025 | 999 | $26.2K | <0.1% | −201−16.8% | Reduced | Holders |
| Q3 2025 | 1,200 | $31.7K | <0.1% | +39+3.4% | Added | Holders |
| Q2 2025 | 1,161 | $21.1K | <0.1% | +52+4.7% | Added | Holders |
| Q1 2025 | 1,109 | $12.9K | <0.1% | +238+27.3% | Added | Holders |
| Q4 2024 | 871 | $13.4K | <0.1% | +66+8.2% | Added | Holders |
| Q3 2024 | 805 | $6.33K | <0.1% | +805 | New | Holders |