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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

VRSK holding history

Verisk Analytics, 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.

VRSK overviewAll 13F holders of VRSKFull Q2 2026 holdings

Shares (Q2 2026)
182
Value
$32.7K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of VRSK by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182$32.7K<0.1%00.0%UnchangedHolders
Q1 2026182$34.6K<0.1%00.0%UnchangedHolders
Q4 2025182$40.7K<0.1%00.0%UnchangedHolders
Q3 2025182$45.8K<0.1%00.0%UnchangedHolders
Q2 2025182$56.7K<0.1%00.0%UnchangedHolders
Q1 2025182$54.2K<0.1%00.0%UnchangedHolders
Q4 2024182$50.2K<0.1%00.0%UnchangedHolders
Q3 2024182$48.8K<0.1%00.0%UnchangedHolders
Q2 2024182$49.1K<0.1%00.0%UnchangedHolders
Q1 2024182$42.9K<0.1%00.0%UnchangedHolders
Q4 2023182$43.5K<0.1%00.0%UnchangedHolders
Q3 2023182$43.0K<0.1%00.0%UnchangedHolders
Q2 2023182$41.2K<0.1%−569−75.8%ReducedHolders
Q1 2023751$144.1K0.1%+751NewHolders