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HighTower Advisors, LLC: IVLU position timeline

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

HighTower Advisors, LLC held 250,834 IVLU 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 250,834 shares
    Change vs previous 13F +58,208 shares

    0.01% of the 13F portfolio, value $10,489,883.

    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 192,626 shares
    Change vs previous 13F +53,172 shares

    0.01% of the 13F portfolio, value $7,643,310.

    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 139,454 shares
    Change vs previous 13F +12,836 shares

    0.01% of the 13F portfolio, value $5,306,224.

    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 126,618 shares
    Change vs previous 13F +12,944 shares

    0.01% of the 13F portfolio, value $4,492,351.

    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 113,674 shares
    Change vs previous 13F +27,028 shares

    <0.01% of the 13F portfolio, value $3,738,726.

    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 86,646 shares
    Change vs previous 13F +10,956 shares

    <0.01% of the 13F portfolio, value $2,626,255.

    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 75,690 shares
    Change vs previous 13F +2,621 shares

    <0.01% of the 13F portfolio, value $2,051,969.

    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 73,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,155,000.

    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).