Position in GDOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,291
+$3,778 QoQ
Shares Held
1,650
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#122
of 161 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GDOT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HighMark Wealth Management LLC holds $305,350 across 6 Credit Services names. GDOT ranks #4 (7.3% of the industry book) .
All Filings in GDOT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,291 | 1,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,513 | 1,650 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,136 | 1,650 | Shares | Sole | 2026-02-05 | |
| 2024-06-30 | $18,900 | 2,000 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||