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HighTower Advisors, LLC: HELO position timeline

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

HighTower Advisors, LLC held 1,031,619 HELO 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 1,031,619 shares
    Change vs previous 13F +27,149 shares

    0.07% of the 13F portfolio, value $69,716,786.

    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 1,004,470 shares
    Change vs previous 13F +44,247 shares

    0.07% of the 13F portfolio, value $64,198,425.

    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 960,223 shares
    Change vs previous 13F +54,812 shares

    0.07% of the 13F portfolio, value $63,787,600.

    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 905,411 shares
    Change vs previous 13F -323,782 shares

    0.07% of the 13F portfolio, value $58,856,917.

    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 1,229,193 shares
    Change vs previous 13F +412,361 shares

    0.1% of the 13F portfolio, value $76,922,898.

    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 816,832 shares
    Change vs previous 13F +73,487 shares

    0.07% of the 13F portfolio, value $48,748,517.

    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 743,345 shares
    Change vs previous 13F +107,785 shares

    0.06% of the 13F portfolio, value $46,117,141.

    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 635,560 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $38,820,000.

    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).