Ownership history in HighMark Wealth Management LLC · 23 quarters on record
This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in HEALTH CATALYST INC (HCAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 741,482 | +431,200 | +139.0% | 0.72% | $1.8M | $2.39 |
| 2025 Q3 | ADDED | 310,282 | +145,532 | +88.3% | 0.39% | $884K | $2.85 |
| 2025 Q2 | ADDED | 164,750 | +163,500 | +13080.0% | 0.30% | $621K | $3.77 |
| 2025 Q1 | UNCHANGED | 1,250 | — | 0% | 0.00% | $6K | $4.53 |
As of 2025 Q4 — sorted by position size