Position in PIPR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,205,509
+$1,202,537 QoQ
Shares Held
15,748
+44894.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026HighMark Wealth Management LLC holds $1,248,149 across 10 Capital Markets names. PIPR ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
This page
|
15,748 | $1,205,509 | |
| 2 | SCHW |
Schwab Charles Corp
|
152 | $14,284 | |
| 3 | GS |
Goldman Sachs Group Inc
|
9 | $7,613 | |
| 4 | DEFT |
Defi Technologies, Inc.
|
12,000 | $6,636 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $5,197 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
57 | $3,822 | |
| 7 | IREN |
IREN Ltd
|
75 | $2,571 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
160 | $1,977 |
All Filings in PIPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,205,509 | 15,748 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,972 | 35 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,036 | 35 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,431 | 35 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $2,412 | 34 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,956 | 34 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||