Position in RTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,403
-$524 QoQ
Shares Held
84
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 284 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026HighMark Wealth Management LLC holds $145,796 across 3 Specialty Business Services names. RTO ranks #3 (1.6% of the industry book) .
All Filings in RTO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,403 | 84 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,927 | 93 | Shares | Sole | 2026-05-06 | |
| 2024-12-31 | $3,570 | 141 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,443 | 98 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,579 | 87 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,623 | 87 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,489 | 87 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||