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HighTower Advisors, LLC: SDVY position timeline

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

HighTower Advisors, LLC held 3,164,660 SDVY 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 3,164,660 shares
    Change vs previous 13F +190,700 shares

    0.13% of the 13F portfolio, value $136,523,419.

    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 2,973,960 shares
    Change vs previous 13F -331,828 shares

    0.12% of the 13F portfolio, value $117,263,952.

    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 3,305,788 shares
    Change vs previous 13F +178,736 shares

    0.14% of the 13F portfolio, value $126,677,783.

    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 3,127,052 shares
    Change vs previous 13F +528,572 shares

    0.14% of the 13F portfolio, value $118,889,792.

    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 2,598,480 shares
    Change vs previous 13F +61,604 shares

    0.11% of the 13F portfolio, value $91,674,357.

    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 2,536,876 shares
    Change vs previous 13F +138,449 shares

    0.12% of the 13F portfolio, value $84,985,337.

    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 2,398,427 shares
    Change vs previous 13F +1,059,353 shares

    0.12% of the 13F portfolio, value $85,983,594.

    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 1,339,074 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $48,736,000.

    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).