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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

ZUO holding history

Zuora 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.

ZUO overviewAll 13F holders of ZUOFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of ZUO by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−220−100.0%Sold outHolders
Q4 2023220$2.07K<0.1%00.0%UnchangedHolders
Q3 2023220$1.81K<0.1%00.0%UnchangedHolders
Q2 2023220$2.41K<0.1%00.0%UnchangedHolders
Q1 2023220$2.17K<0.1%00.0%UnchangedHolders
Q4 2022220$1.40K<0.1%00.0%UnchangedHolders
Q3 2022220$2.00K<0.1%00.0%UnchangedHolders
Q2 2022220$2.00K<0.1%00.0%UnchangedHolders
Q1 2022220$3.00K<0.1%−150−40.5%ReducedHolders
Q4 2021370$7.00K<0.1%−250−40.3%ReducedHolders
Q3 2021620$10.0K<0.1%−150−19.5%ReducedHolders
Q2 2021770$13.0K<0.1%00.0%UnchangedHolders
Q1 2021770$11.0K<0.1%––Holders

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