Position in PIPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,344
-$1,195,165 QoQ
Shares Held
143
-99.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 415 holders
Holding Since
Jun 2024
7 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 Jun 30, 2026HighMark Wealth Management LLC holds $51,766 across 9 Capital Markets names. PIPR ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
122 | $11,256 | |
| 2 | PIPR |
Piper Sandler Companies
This page
|
143 | $10,344 | |
| 3 | GS |
Goldman Sachs Group Inc
|
9 | $9,102 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
72 | $6,266 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
12,000 | $6,168 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
160 | $4,380 | |
| 7 | IREN |
IREN Ltd
|
75 | $3,429 | |
| 8 | MARA |
MARA Holdings, Inc.
|
50 | $694 |
All Filings in PIPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,344 | 143 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,205,509 | 15,748 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,889 | 35 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,144 | 35 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,727 | 35 | Shares | Sole | 2025-07-21 | |
| 2024-09-30 | $9,649 | 34 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,825 | 34 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||