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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

WTW holding history

Willis Towers Watson PLC 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.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of WTW by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−11−100.0%Sold outHolders
Q2 202211$2.00K<0.1%00.0%UnchangedHolders
Q1 202211$3.00K<0.1%00.0%UnchangedHolders
Q4 202111$3.00K<0.1%+2+22.2%AddedHolders
Q3 20219$2.00K<0.1%00.0%UnchangedHolders
Q2 20219$2.00K<0.1%−4−30.8%ReducedHolders
Q1 202113$3.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.