Position in PUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,163
-$4,967 QoQ
Shares Held
118
-58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HighMark Wealth Management LLC holds $19,361 across 4 Insurance - Life names. PUK ranks #3 (16.3% of the industry book) .
All Filings in PUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,163 | 118 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,130 | 286 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,682 | 279 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,916 | 390 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,305 | 252 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,418 | 252 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,016 | 252 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,672 | 252 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,854 | 265 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,374 | 227 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,357 | 105 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,301 | 105 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,285 | 116 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,171 | 116 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,187 | 116 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,310 | 116 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,912 | 116 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,431 | 116 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,993 | 116 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,544 | 116 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,390 | 89 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,799 | 89 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,320 | 117 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,345 | 117 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,554 | 117 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,899 | 117 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||