HighMark Wealth Management LLC CVRX — CVRX INC

Ownership history in HighMark Wealth Management LLC  ·  11 quarters on record

AI Ownership Summary

HighMark Wealth Management LLC reported CVRX INC (CVRX) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows CVRX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighMark Wealth Management LLC's position in CVRX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVRX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVRX stock page HighMark Wealth Management LLC fund profile HighMark Wealth Management LLC full holdings
How HighMark Wealth Management LLC held CVRX — position size vs. price
% of Fund (quarterly)    CVRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,000 — 0% 0.01% $28K 2026-05-06 $7.07
2025 Q4 UNCHANGED — — — 3,000 — 0% 0.01% $21K 2026-02-05 $6.64
2025 Q3 UNCHANGED — — — 3,000 — 0% 0.01% $24K 2025-10-20 $10.09
2025 Q2 UNCHANGED — — — 3,000 — 0% 0.01% $18K 2025-07-21 $8.29
2025 Q1 UNCHANGED — — — 3,000 — 0% 0.02% $37K 2025-04-24 $6.48
2024 Q4 UNCHANGED — — — 3,000 — 0% 0.02% $38K 2025-01-31 $15.98
2024 Q3 ADDED — — — 3,000 +2,000 +200.0% 0.01% $26K 2024-10-17 $8.10
2024 Q1 UNCHANGED — — — 1,000 — 0% 0.01% $18K 2024-04-29 $15.28
2023 Q4 REDUCED 55.6% -42.8% ✅ 1,000 -1,250 -55.6% 0.02% $31K 2024-01-23 $26.39
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVRX

As of 2026 Q1 — sorted by position size

STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.16% R Squared Ltd 0.05% AlphaQuest LLC 0.03% Aaron Wealth Advisors LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% GAMMA Investing LLC 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% JNBA Financial Advisors 3Y 7Y 0.0% WHITTIER TRUST CO 3Y 7Y 0.0%

FAQ About HighMark Wealth Management LLC and CVRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighMark Wealth Management LLC reported owning CVRX?

HighMark Wealth Management LLC reported CVRX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVRX position in HighMark Wealth Management LLC's portfolio?

The largest reported portfolio weight for CVRX was 0.02% in 2023 Q4.

What is the latest reported CVRX position on this page?

The most recent filing on this page is 2026 Q1, when HighMark Wealth Management LLC reported 3,000 shares, equal to 0.01% of portfolio, with an estimated market value of $28K.

What does the chart on this CVRX ownership page compare?

The chart compares HighMark Wealth Management LLC's quarterly CVRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HighMark Wealth Management LLC time their CVRX position?

Based on 13F filing dates vs. subsequent CVRX price moves, HighMark Wealth Management LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CVRX relative to SPY over the holding period was -40.3%.

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