HighTower Advisors, LLC: IVW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Advisors, LLC on IVW, newest first. How the timeline and the estimate are built.
HighTower Advisors, LLC held 2,021,788 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,021,788 sharesChange vs previous 13F -28,917 shares
0.27% of the 13F portfolio, value $278,056,468.
13F-HR 0001085146-26-000563 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,050,705 sharesChange vs previous 13F +15,119 shares
0.25% of the 13F portfolio, value $231,956,962.
13F-HR 0001085146-26-000383 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,035,586 sharesChange vs previous 13F +37,500 shares
0.27% of the 13F portfolio, value $250,906,277.
13F-HR 0001085146-26-000163 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,998,086 sharesChange vs previous 13F +122,450 shares
0.27% of the 13F portfolio, value $241,211,484.
13F-HR 0001462245-25-000007 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,875,636 sharesChange vs previous 13F +96,656 shares
0.26% of the 13F portfolio, value $206,507,540.
13F-HR 0001085146-25-004769 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,778,980 sharesChange vs previous 13F -54,297 shares
0.22% of the 13F portfolio, value $165,142,671.
13F-HR 0001085146-25-002999 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,833,277 sharesChange vs previous 13F -20,404 shares
0.25% of the 13F portfolio, value $186,132,663.
13F-HR 0001085146-25-000911 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,853,681 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $177,459,000.
13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).