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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

WMB holding history

Williams Companies, 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.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
205
Value
$15.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of WMB by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026205$15.2K<0.1%−43−17.3%ReducedHolders
Q1 2026248$18.0K<0.1%00.0%UnchangedHolders
Q4 2025248$14.9K<0.1%+47+23.4%AddedHolders
Q3 2025201$12.7K<0.1%−15−6.9%ReducedHolders
Q2 2025216$13.6K<0.1%−10−4.4%ReducedHolders
Q1 2025226$13.5K<0.1%+226NewHolders