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HighTower Advisors, LLC: IX position timeline

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

HighTower Advisors, LLC held 58,650 IX 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 58,650 shares
    Change vs previous 13F -5,117 shares

    <0.01% of the 13F portfolio, value $2,231,060.

    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 63,767 shares
    Change vs previous 13F +6,707 shares

    <0.01% of the 13F portfolio, value $1,912,390.

    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 57,060 shares
    Change vs previous 13F +3,096 shares

    <0.01% of the 13F portfolio, value $1,667,290.

    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 53,964 shares
    Change vs previous 13F +8,762 shares

    <0.01% of the 13F portfolio, value $1,409,525.

    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 45,202 shares
    Change vs previous 13F +2,690 shares

    <0.01% of the 13F portfolio, value $1,017,958.

    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 42,512 shares
    Change vs previous 13F +32,742 shares

    <0.01% of the 13F portfolio, value $888,083.

    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 9,770 shares
    Change vs previous 13F +2,822 shares

    <0.01% of the 13F portfolio, value $1,037,818.

    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 6,948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $817,000.

    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).