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HighTower Advisors, LLC: IVAL position timeline

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

HighTower Advisors, LLC held 316,419 IVAL 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 316,419 shares
    Change vs previous 13F +12,145 shares

    0.01% of the 13F portfolio, value $10,780,398.

    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 304,274 shares
    Change vs previous 13F +1,782 shares

    0.01% of the 13F portfolio, value $10,333,115.

    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 302,492 shares
    Change vs previous 13F +4,822 shares

    0.01% of the 13F portfolio, value $9,515,763.

    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 297,670 shares
    Change vs previous 13F +73,799 shares

    0.01% of the 13F portfolio, value $8,980,168.

    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 223,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,241,523.

    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).