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HighTower Advisors, LLC: HEI position timeline

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

HighTower Advisors, LLC held 108,798 HEI 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 108,798 shares
    Change vs previous 13F -7,364 shares

    0.04% of the 13F portfolio, value $38,752,702.

    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 116,162 shares
    Change vs previous 13F +3,852 shares

    0.03% of the 13F portfolio, value $31,854,324.

    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 112,310 shares
    Change vs previous 13F -4,339 shares

    0.04% of the 13F portfolio, value $36,342,266.

    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 116,649 shares
    Change vs previous 13F -3,242 shares

    0.04% of the 13F portfolio, value $37,659,823.

    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 119,891 shares
    Change vs previous 13F -214 shares

    0.05% of the 13F portfolio, value $39,324,201.

    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 120,105 shares
    Change vs previous 13F -1,326 shares

    0.04% of the 13F portfolio, value $32,090,747.

    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 121,431 shares
    Change vs previous 13F +95,326 shares

    0.04% of the 13F portfolio, value $28,869,106.

    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 26,105 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,823,000.

    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).