Notify me when HighMark Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 606 | $227,133,557 | +$5,973,582 | -$6,065,940 | -$92,358 | IVV, EFV, IWM, IJR, VOO | 13F-HR | 20 Oct 2025, 16:25 |
| Q2 2025 | 613 | $204,522,796 | +$30,304,278 | -$8,366,986 | +$21,937,292 | IVV, EFV, IWM, IJR, VOO | 13F-HR | 21 Jul 2025, 17:23 |
| Q1 2025 | 571 | $169,276,494 | +$6,115,835 | -$4,025,309 | +$2,090,526 | IVV, EFV, IWM, IJR, IUSV | 13F-HR | 23 Apr 2025, 18:16 |
| Q4 2024 | 572 | $173,933,847 | +$1,917,065 | -$13,195,656 | -$11,278,591 | IVV, EFV, IWM, IJR, IUSV | 13F-HR | 31 Jan 2025, 14:35 |
| Q3 2024 | 592 | $182,686,460 | +$7,803,864 | -$2,907,876 | +$4,895,988 | IVV, EFV, IWM, IJR, IUSV | 13F-HR | 17 Oct 2024, 12:20 |
| Q2 2024 | 584 | $166,160,194 | +$9,619,646 | -$3,479,391 | +$6,140,255 | IVV, EFV, IWM, IJR, IUSV | 13F-HR | 29 Jul 2024, 13:44 |
| Q1 2024 | 531 | $160,846,403 | +$15,653,313 | -$9,544,768 | +$6,108,545 | IVV, EFV, IWM, IJR, IUSV | 13F-HR | 26 Apr 2024, 18:22 |
| Q4 2023 | 567 | $135,352,011 | +$6,777,701 | -$3,064,032 | +$3,713,669 | IVV, EFV, IJR, IUSV, IJH | 13F-HR | 22 Jan 2024, 19:06 |
| Q3 2023 | 558 | $120,049,135 | +$1,398,714 | -$3,240,212 | -$1,841,498 | IVV, EFV, IJR, IUSV, WFC | 13F-HR | 18 Oct 2023, 14:32 |
| Q2 2023 | 556 | $133,037,733 | +$2,428,664 | -$3,283,292 | -$854,628 | IVV, EFV, IJR, IUSV, WFC | 13F-HR | 26 Jul 2023, 12:52 |
| Q1 2023 | 598 | $128,205,568 | +$9,602,453 | -$14,267,227 | -$4,664,774 | IVV, EFV, IJR, IUSV, IJH | 13F-HR | 20 Apr 2023, 21:49 |
| Q4 2022 | 537 | $132,593,469 | +$8,925,751 | -$5,007,404 | +$3,918,347 | IVV, EFV, SPEM, IJR, IUSV | 13F-HR | 01 Feb 2023, 18:00 |
| Q3 2022 | 461 | $117,074,000 | +$5,552,715 | -$4,420,693 | +$1,132,022 | IVV, EFV, SPEM, IJR, IUSV | 13F-HR | 20 Oct 2022, 17:58 |
| Q2 2022 | 477 | $124,315,000 | +$6,081,170 | -$5,596,611 | +$484,559 | IVV, EFV, SPEM, IJR, IUSV | 13F-HR | 18 Jul 2022, 17:44 |
| Q1 2022 | 472 | $149,453,000 | +$18,687,192 | -$9,608,005 | +$9,079,187 | IVV, EFV, SPEM, IJR, IUSV | 13F-HR | 25 Apr 2022, 17:09 |
| Q4 2021 | 464 | $157,492,000 | +$17,525,427 | -$1,421,341 | +$16,104,086 | IVV, EFV, SPEM, IWM, TIP | 13F-HR | 20 Jan 2022, 16:08 |
| Q3 2021 | 485 | $135,703,000 | +$3,305,974 | -$888,749 | +$2,417,225 | IVV, EFV, SPEM, TIP, IUSV | 13F-HR | 01 Nov 2021, 15:42 |
| Q2 2021 | 481 | $135,606,000 | +$5,505,903 | -$3,644,506 | +$1,861,397 | IVV, EFV, SPEM, TIP, IUSV | 13F-HR | 02 Aug 2021, 15:57 |
| Q1 2021 | 464 | $124,468,000 | +$7,578,150 | -$4,811,908 | +$2,766,242 | IVV, EFV, SPEM, TIP, IUSV | 13F-HR | 21 Apr 2021, 21:52 |
| Q4 2020 | 420 | $116,340,000 | +$2,986,094 | -$4,410,913 | -$1,424,819 | IVV, EFV, SPEM, TIP, IUSV | 13F-HR | 27 Jan 2021, 13:39 |
| Q3 2020 | 418 | $110,894,000 | +$12,480,373 | -$862,892 | +$11,617,481 | IVV, EFV, SPEM, IMMU, TIP | 13F-HR | 23 Oct 2020, 19:48 |
| Q2 2020 | 403 | $90,867,000 | +$6,560,940 | -$15,263,840 | -$8,702,900 | IVV, EFV, SPEM, IUSV, SHY | 13F-HR | 22 Jul 2020, 16:52 |
| Q1 2020 | 304 | $82,783,000 | +$13,750,870 | -$2,807,765 | +$10,943,105 | IVV, IJR, EFV, SPEM, SHY | Restatement | 19 Nov 2020, 16:20 |
| Q4 2019 | 351 | $93,637,000 | $0 | IVV, IJR, SPEM, IUSV, IJH | 13F-HR | 19 Mar 2020, 17:20 |