HighMark Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
St. Paul, MN
CIK
0001802451
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 576 135,665 IVV, EFV, IJR, IUSV 13F-HR 1/22/2024 000180245124000001
Q3 2023 566 120,591 IVV, EFV, IJR, IUSV 13F-HR 10/18/2023 000180245123000004
Q2 2023 563 133,060 IVV, EFV, IJR, IUSV 13F-HR 7/26/2023 000180245123000003
Q1 2023 604 128,229 IVV, EFV, IJR, IUSV 13F-HR 4/20/2023 000180245123000002
Q4 2022 543 132,593 IVV, EFV, SPEM, IJR 13F-HR 2/1/2023 000180245123000001
Q3 2022 552 117,134 IVV, EFV, SPEM, IJR 13F-HR 10/20/2022 000180245122000004
Q2 2022 550 124,358 IVV, EFV, SPEM, IJR 13F-HR 7/18/2022 000180245122000003
Q1 2022 522 149,520 IVV, EFV, SPEM, IJR 13F-HR 4/25/2022 000180245122000002
Q4 2021 506 157,755 IVV, EFV, SPEM, IWM 13F-HR 1/20/2022 000180245122000001
Q3 2021 509 135,854 IVV, EFV, SPEM, TIP 13F-HR 11/1/2021 000180245121000004
Q2 2021 512 136,056 IVV, EFV, SPEM, TIP 13F-HR 8/2/2021 000180245121000003
Q1 2021 486 125,426 IVV, EFV, SPEM, TIP 13F-HR 4/21/2021 000180245121000002
Q4 2020 451 116,394 IVV, EFV, SPEM, TIP 13F-HR 1/27/2021 000180245121000001
Q3 2020 458 111,002 IVV, EFV, SPEM, IMMU 13F-HR 10/26/2020 000180245120000004
Q2 2020 439 91,034 IVV, EFV, SPEM, IUSV 13F-HR 7/22/2020 000180245120000003
Q1 2020 386 82,856 IVV, IJR, EFV, SPEM RESTATEMENT 11/19/2020 000180245120000005
Q4 2019 408 93,699 IVV, IJR, SPEM, IUSV 13F-HR 3/19/2020 000180245120000001
Additional filings from HighMark Wealth Management LLC that have since been restated