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HighTower Advisors, LLC: IWP position timeline

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

HighTower Advisors, LLC held 245,402 IWP 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 245,402 shares
    Change vs previous 13F +2,725 shares

    0.03% of the 13F portfolio, value $35,929,315.

    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 242,677 shares
    Change vs previous 13F +7,351 shares

    0.03% of the 13F portfolio, value $31,093,733.

    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 235,326 shares
    Change vs previous 13F -96,879 shares

    0.04% of the 13F portfolio, value $32,225,602.

    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 332,205 shares
    Change vs previous 13F +91,690 shares

    0.05% of the 13F portfolio, value $47,312,284.

    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 240,515 shares
    Change vs previous 13F +3,121 shares

    0.04% of the 13F portfolio, value $33,354,668.

    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 237,394 shares
    Change vs previous 13F -6,670 shares

    0.04% of the 13F portfolio, value $27,891,458.

    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 244,064 shares
    Change vs previous 13F +6,844 shares

    0.04% of the 13F portfolio, value $30,935,152.

    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 237,220 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $27,833,000.

    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).