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HighTower Advisors, LLC: HE position timeline

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

HighTower Advisors, LLC held 372,208 HE 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 372,208 shares
    Change vs previous 13F -1,550 shares

    <0.01% of the 13F portfolio, value $5,035,981.

    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 373,758 shares
    Change vs previous 13F +295,567 shares

    0.01% of the 13F portfolio, value $5,546,572.

    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 78,191 shares
    Change vs previous 13F +18,878 shares

    <0.01% of the 13F portfolio, value $961,746.

    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 59,313 shares
    Change vs previous 13F +2,191 shares

    <0.01% of the 13F portfolio, value $654,813.

    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 57,122 shares
    Change vs previous 13F +6,584 shares

    <0.01% of the 13F portfolio, value $607,204.

    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 50,538 shares
    Change vs previous 13F +50,538 shares

    <0.01% of the 13F portfolio, value $553,388.

    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 0 shares
    Change vs previous 13F -11,270 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 11,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,000.

    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).