TNDM TANDEM DIABETES CARE INC

Ownership history in HighMark Wealth Management LLC  ·  25 quarters on record

AI Ownership Summary

HighMark Wealth Management LLC reported TANDEM DIABETES CARE INC (TNDM) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2024 Q2. The latest visible filing shows TNDM at 0.31% 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 TNDM 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 TANDEM DIABETES CARE 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
2025 Q4

TNDM was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q2

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 2025 Q4

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.

How HighMark Wealth Management LLC held TNDM — position size vs. price
% of Fund (quarterly)    TNDM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,120 +11,550 +49.0% 0.31% $772K 2026-02-14 (Est.) $18.95
2025 Q3 REDUCED 23,570 -100 -0.4% 0.13% $286K 2025-10-20 $15.54
2025 Q2 REDUCED 23,670 -1,500 -6.0% 0.22% $441K 2025-07-21 $14.63
2025 Q1 UNCHANGED 25,170 0% 0.28% $482K 2025-04-24 $17.67
2024 Q4 REDUCED 25,170 -2,000 -7.4% 0.52% $907K 2025-01-31 $37.06
2024 Q3 UNCHANGED 27,170 0% 0.63% $1.2M 2024-10-17 $34.81
2024 Q2 UNCHANGED 27,170 0% 0.66% $1.1M 2024-07-29 $37.22
2024 Q1 UNCHANGED 27,170 0% 0.60% $962K 2024-04-29 $37.05
2023 Q4 UNCHANGED 27,170 0% 0.59% $804K 2024-01-23 $22.70
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HighMark Wealth Management LLC and TNDM

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 TNDM?

HighMark Wealth Management LLC reported TNDM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for TNDM was 0.66% in 2024 Q2.

What is the latest reported TNDM position on this page?

The most recent filing on this page is 2025 Q4, when HighMark Wealth Management LLC reported 35,120 shares, equal to 0.31% of portfolio, with an estimated market value of $772K.

What does the chart on this TNDM ownership page compare?

The chart compares HighMark Wealth Management LLC's quarterly TNDM 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.

← Back to HighMark Wealth Management LLC Holdings