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HighTower Advisors, LLC: IWM position timeline

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

HighTower Advisors, LLC held 712,746 IWM 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 712,746 shares
    Change vs previous 13F +70,330 shares

    0.21% of the 13F portfolio, value $214,144,455.

    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 642,416 shares
    Change vs previous 13F +52,166 shares

    0.17% of the 13F portfolio, value $159,326,420.

    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 590,250 shares
    Change vs previous 13F -16,142 shares

    0.16% of the 13F portfolio, value $145,295,995.

    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 606,392 shares
    Change vs previous 13F +61,173 shares

    0.17% of the 13F portfolio, value $146,732,453.

    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 545,219 shares
    Change vs previous 13F -25,810 shares

    0.15% of the 13F portfolio, value $117,652,703.

    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 571,029 shares
    Change vs previous 13F -151,865 shares

    0.15% of the 13F portfolio, value $113,914,481.

    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 722,894 shares
    Change vs previous 13F +81,371 shares

    0.22% of the 13F portfolio, value $159,730,572.

    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 641,523 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $141,725,000.

    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).