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HighTower Advisors, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Advisors, LLC on CGDV, newest first. How the timeline and the estimate are built.

HighTower Advisors, LLC held 2,251,668 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,251,668 shares
    Change vs previous 13F +151,740 shares

    0.11% of the 13F portfolio, value $110,962,185.

    13F-HR 0001085146-26-000563 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,099,928 shares
    Change vs previous 13F +296,592 shares

    0.09% of the 13F portfolio, value $89,330,841.

    13F-HR 0001085146-26-000383 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,803,336 shares
    Change vs previous 13F +42,443 shares

    0.09% of the 13F portfolio, value $78,697,601.

    13F-HR 0001085146-26-000163 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,760,893 shares
    Change vs previous 13F +100,544 shares

    0.08% of the 13F portfolio, value $74,010,494.

    13F-HR 0001462245-25-000007 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,660,349 shares
    Change vs previous 13F -833,032 shares

    0.08% of the 13F portfolio, value $65,567,193.

    13F-HR 0001085146-25-004769 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,493,381 shares
    Change vs previous 13F +1,972,404 shares

    0.12% of the 13F portfolio, value $88,864,086.

    13F-HR 0001085146-25-002999 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 520,977 shares
    Change vs previous 13F +23,376 shares

    0.03% of the 13F portfolio, value $18,369,645.

    13F-HR 0001085146-25-000911 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 497,601 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $18,125,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).