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HighTower Advisors, LLC: IPO position timeline

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

HighTower Advisors, LLC held 5,809 IPO 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 5,809 shares
    Change vs previous 13F -1,417 shares

    <0.01% of the 13F portfolio, value $345,198.

    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 7,226 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $302,644.

    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 7,225 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $329,803.

    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 6,718 shares
    Change vs previous 13F +2,177 shares

    <0.01% of the 13F portfolio, value $332,904.

    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 4,541 shares
    Change vs previous 13F +4,541 shares

    <0.01% of the 13F portfolio, value $204,090.

    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 0 shares
    Change vs previous 13F -6,050 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 6,050 shares
    Change vs previous 13F +624 shares

    <0.01% of the 13F portfolio, value $263,622.

    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 5,426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,000.

    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).