HighMark Wealth Management LLC PLRX — PLIANT THERAPEUTICS INC

Ownership history in HighMark Wealth Management LLC  ·  9 quarters on record

AI Ownership Summary

HighMark Wealth Management LLC reported PLIANT THERAPEUTICS INC (PLRX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q4. The latest visible filing shows PLRX at 0.08% 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 PLRX 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 PLIANT THERAPEUTICS 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

PLRX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 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 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.

PLRX stock page HighMark Wealth Management LLC fund profile HighMark Wealth Management LLC full holdings
How HighMark Wealth Management LLC held PLRX — position size vs. price
% of Fund (quarterly)    PLRX 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)
2025 Q4 REDUCED 22.0% +3.3% ❌ 170,924 -48,076 -22.0% 0.08% $209K 2026-02-14 (Est.) $1.11
2025 Q3 ADDED — — — 219,000 +78,000 +55.3% 0.14% $324K 2025-10-20 $1.64
2025 Q2 REDUCED 10.5% +28.4% ❌ 141,000 -16,500 -10.5% 0.08% $164K 2025-07-21 $1.45
2025 Q1 ADDED — — — 157,500 +82,500 +110.0% 0.13% $213K 2025-04-24 $1.57
2024 Q4 ADDED — — — 75,000 +7,500 +11.1% 0.57% $988K 2025-01-31 $10.75
2024 Q3 UNCHANGED — — — 67,500 — 0% 0.41% $757K 2024-10-17 $14.67
2024 Q2 ADDED — — — 67,500 +25,000 +58.8% 0.44% $726K 2024-07-29 $13.88
2024 Q1 ADDED — — — 42,500 +19,000 +80.9% 0.39% $633K 2024-04-29 $12.09
2023 Q4 INITIATED — — — 23,500 — — 0.31% $426K 2024-01-23 $17.44

🏢 Other funds also holding PLRX

As of 2026 Q1 — sorted by position size

Peapod Lane Capital LLC 1.3% Bond & Devick Financial Network, Inc. 3Y 0.04% Bronte Capital Management Pty Ltd. 3Y 7Y 0.0% AlphaQuest LLC 0.0% SG Americas Securities, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0% Farther Finance Advisors, LLC 0.0% FIFTH THIRD BANCORP 3Y 7Y 0.0%

FAQ About HighMark Wealth Management LLC and PLRX

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 PLRX?

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

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

The largest reported portfolio weight for PLRX was 0.57% in 2024 Q4.

What is the latest reported PLRX position on this page?

The most recent filing on this page is 2025 Q4, when HighMark Wealth Management LLC reported 170,924 shares, equal to 0.08% of portfolio, with an estimated market value of $209K.

What does the chart on this PLRX ownership page compare?

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

Based on 13F filing dates vs. subsequent PLRX price moves, HighMark Wealth Management LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PLRX relative to SPY over the holding period was -78.0%.

← Back to HighMark Wealth Management LLC Holdings