HighMark Wealth Management LLC MDXG — MIMEDX GROUP INC

Ownership history in HighMark Wealth Management LLC  ·  8 quarters on record

AI Ownership Summary

HighMark Wealth Management LLC reported MIMEDX GROUP INC (MDXG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows MDXG at 0.09% 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.

What this MDXG 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 MIMEDX GROUP 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

MDXG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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.

MDXG stock page HighMark Wealth Management LLC fund profile HighMark Wealth Management LLC full holdings
How HighMark Wealth Management LLC held MDXG — position size vs. price
% of Fund (quarterly)    MDXG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 55,878 — 0% 0.09% $221K 2026-05-06 $3.66
2025 Q4 UNCHANGED — — — 55,878 — 0% 0.15% $378K 2026-02-05 $5.03
2025 Q3 ADDED — — — 55,878 +2,878 +5.4% 0.17% $390K 2025-10-20 $6.75
2025 Q2 ADDED — — — 53,000 +10,000 +23.3% 0.16% $324K 2025-07-21 $6.65
2025 Q1 ADDED — — — 43,000 +40,000 +1333.3% 0.19% $327K 2025-04-24 $6.80
2024 Q4 UNCHANGED — — — 3,000 — 0% 0.02% $29K 2025-01-31 $8.70
2024 Q3 UNCHANGED — — — 3,000 — 0% 0.01% $18K 2024-10-17 $5.83
2024 Q2 INITIATED — — — 3,000 — — 0.01% $21K 2024-07-29 $7.62

🏢 Other funds also holding MDXG

As of 2026 Q1 — sorted by position size

Essex Woodlands Management, Inc. 3Y 7Y 44.45% apricus wealth, LLC 3Y 0.87% ISTHMUS PARTNERS, LLC 3Y 7Y 0.2% Pegasus Asset Management, Inc. 3Y 7Y 0.16% HARBOR CAPITAL ADVISORS, INC. 3Y 0.08% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.08% REXFORD CAPITAL INC 0.07% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.05% Turtle Creek Wealth Advisors, LLC 0.05% AlphaQuest LLC 0.04%

FAQ About HighMark Wealth Management LLC and MDXG

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 MDXG?

HighMark Wealth Management LLC reported MDXG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for MDXG was 0.19% in 2025 Q1.

What is the latest reported MDXG position on this page?

The most recent filing on this page is 2026 Q1, when HighMark Wealth Management LLC reported 55,878 shares, equal to 0.09% of portfolio, with an estimated market value of $221K.

What does the chart on this MDXG ownership page compare?

The chart compares HighMark Wealth Management LLC's quarterly MDXG 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 MDXG position?

Based on 13F filing dates vs. subsequent MDXG price moves, HighMark Wealth Management LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MDXG relative to SPY over the holding period was -44.8%.

← Back to HighMark Wealth Management LLC Holdings