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HighTower Advisors, LLC: HEFA position timeline

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

HighTower Advisors, LLC held 63,490 HEFA 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 63,490 shares
    Change vs previous 13F -1,086 shares

    <0.01% of the 13F portfolio, value $2,979,279.

    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 64,576 shares
    Change vs previous 13F -4,843 shares

    <0.01% of the 13F portfolio, value $2,744,094.

    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 69,419 shares
    Change vs previous 13F -7,504 shares

    <0.01% of the 13F portfolio, value $2,871,180.

    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 76,923 shares
    Change vs previous 13F -15,180 shares

    <0.01% of the 13F portfolio, value $3,046,914.

    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 92,103 shares
    Change vs previous 13F -90,032 shares

    <0.01% of the 13F portfolio, value $3,496,245.

    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 182,135 shares
    Change vs previous 13F +21,516 shares

    0.01% of the 13F portfolio, value $6,609,683.

    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 160,619 shares
    Change vs previous 13F -968 shares

    0.01% of the 13F portfolio, value $5,581,519.

    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 161,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,726,000.

    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).