HighMark Wealth Management LLC

SEC CIK: 0001802451
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic 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.

SYM overview All 13F holders of SYM Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of SYM by HighMark Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−56−100.0%	Sold out	Holders
Q1 2026	56	$2.96K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	56	$3.32K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	56	$3.00K	<0.1%	+56	New	Holders