HighMark Wealth Management LLC

Position in V — Visa Inc.

CIK 1802451 ST. PAUL, MN

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$39,455

-$7,996 QoQ

Shares Held

115

-26.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#4,411

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighMark Wealth Management LLC holds $305,350 across 6 Credit Services names. V ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEZL	Sezzle Inc.	1,000	$171,630
2	MA	Mastercard Inc	112	$57,523
3	V	Visa Inc. This page	115	$39,455
4	GDOT	Green Dot Corp	1,650	$22,291
5	AXP	American Express Co	32	$10,824
6	PYPL	PayPal Holdings, Inc.	84	$3,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,455	115	-26.8%	Shares	Sole	2026-08-12
2026-03-31	$47,451	157	0.0%	Shares	Sole	2026-05-06
2025-12-31	$55,061	157	-1.3%	Shares	Sole	2026-02-05
2025-09-30	$54,279	159	-20.1%	Shares	Sole	2025-10-20
2025-06-30	$70,654	199	-57.2%	Shares	Sole	2025-07-21
2025-03-31	$162,963	465	0.0%	Shares	Sole	2025-04-24
2024-12-31	$146,958	465	-0.2%	Shares	Sole	2025-01-31
2024-09-30	$128,126	466	-0.9%	Shares	Sole	2024-10-17
2024-06-30	$123,360	470	+1.5%	Shares	Sole	2024-07-29
2024-03-31	$129,214	463	0.0%	Shares	Sole	2024-04-29
2023-12-31	$120,542	463	0.0%	Shares	Sole	2024-01-23
2023-09-30	$106,494	463	0.0%	Shares	Sole	2023-10-18
2023-06-30	$109,953	463	-39.9%	Shares	Sole	2023-07-26
2023-03-31	$173,829	771	+66.5%	Shares	Sole	2023-04-21
2022-12-31	$96,192	463	+0.9%	Shares	Sole	2023-02-02
2022-09-30	$81,541	459	0.0%	Shares	Sole	2022-10-21
2022-06-30	$90,372	459	-4.0%	Shares	Sole	2022-07-19
2022-03-31	$106,006	478	-0.6%	Shares	Sole	2022-04-25
2021-12-31	$104,237	481	-7.0%	Shares	Sole	2022-01-20
2021-09-30	$115,161	517	-1.7%	Shares	Sole	2021-11-01
2021-06-30	$122,989	526	+0.6%	Shares	Sole	2021-08-02
2021-03-31	$110,734	523	-2.1%	Shares	Sole	2021-04-22
2020-12-31	$116,801	534	+0.9%	Shares	Sole	2021-01-27
2020-09-30	$105,784	529	+1.0%	Shares	Sole	2020-10-26
2020-06-30	$101,221	524	+1.0%	Shares	Sole	2020-07-22
2020-03-31	$83,621	519	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.