HighMark Wealth Management LLC
Holdings in OFIX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $66,779 | 4,405 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $64,489 | 4,405 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $49,450 | 4,435 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $83,800 | 5,138 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $91,874 | 5,262 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $82,192 | 5,262 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $75,290 | 5,678 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $87,599 | 6,033 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $95,344 | 7,073 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $1,479,671 | 115,060 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $2,089,632 | 115,705 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $1,843,119 | 110,037 | Shares | Sole | 2023-04-21 |