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HighTower Advisors, LLC: IBMO position timeline

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

HighTower Advisors, LLC held 246,532 IBMO 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 246,532 shares
    Change vs previous 13F -21,617 shares

    0.01% of the 13F portfolio, value $6,321,098.

    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 268,149 shares
    Change vs previous 13F +3,059 shares

    0.01% of the 13F portfolio, value $6,872,668.

    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 265,090 shares
    Change vs previous 13F -45,214 shares

    0.01% of the 13F portfolio, value $6,796,104.

    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 310,304 shares
    Change vs previous 13F -19,675 shares

    0.01% of the 13F portfolio, value $7,962,413.

    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 329,979 shares
    Change vs previous 13F -14,649 shares

    0.01% of the 13F portfolio, value $8,455,048.

    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 344,628 shares
    Change vs previous 13F -6,470 shares

    0.01% of the 13F portfolio, value $8,808,697.

    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 351,098 shares
    Change vs previous 13F +56,367 shares

    0.01% of the 13F portfolio, value $8,938,948.

    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 294,731 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,560,000.

    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).