Position in SG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,672
+$10,549 QoQ
Shares Held
2,914
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#178
of 233 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HighMark Wealth Management LLC holds $154,756 across 7 Restaurants names. SG ranks #3 (16.6% of the industry book) .
All Filings in SG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,672 | 2,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,123 | 2,914 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,698 | 2,914 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,253 | 2,914 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||