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HighTower Advisors, LLC: IBDX position timeline

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

HighTower Advisors, LLC held 860,425 IBDX 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 860,425 shares
    Change vs previous 13F +6,382 shares

    0.02% of the 13F portfolio, value $21,674,115.

    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 854,043 shares
    Change vs previous 13F +20,639 shares

    0.02% of the 13F portfolio, value $21,581,591.

    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 833,404 shares
    Change vs previous 13F +292,360 shares

    0.02% of the 13F portfolio, value $21,276,793.

    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 541,044 shares
    Change vs previous 13F +95,720 shares

    0.02% of the 13F portfolio, value $13,861,541.

    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 445,324 shares
    Change vs previous 13F +20,065 shares

    0.01% of the 13F portfolio, value $11,260,024.

    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 425,259 shares
    Change vs previous 13F +31,651 shares

    0.01% of the 13F portfolio, value $10,627,213.

    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 393,608 shares
    Change vs previous 13F +4,875 shares

    0.01% of the 13F portfolio, value $9,674,884.

    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 388,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,997,000.

    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).