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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

  1. period ended2026-06-30
    13F/A 2,021,788 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,050,705 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,035,586 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,998,086 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,875,636 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,778,980 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,833,277 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,853,681 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).