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HighTower Advisors, LLC: SHV position timeline

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

HighTower Advisors, LLC held 215,968 SHV 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 215,968 shares
    Change vs previous 13F -2,780 shares

    0.02% of the 13F portfolio, value $23,832,028.

    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 218,748 shares
    Change vs previous 13F -20,608 shares

    0.03% of the 13F portfolio, value $24,147,770.

    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 239,356 shares
    Change vs previous 13F +70,461 shares

    0.03% of the 13F portfolio, value $26,365,029.

    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 168,895 shares
    Change vs previous 13F +2,400 shares

    0.02% of the 13F portfolio, value $18,661,200.

    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 166,495 shares
    Change vs previous 13F -230,977 shares

    0.02% of the 13F portfolio, value $18,384,424.

    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 397,472 shares
    Change vs previous 13F +170,250 shares

    0.06% of the 13F portfolio, value $43,904,750.

    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 227,222 shares
    Change vs previous 13F +87,667 shares

    0.03% of the 13F portfolio, value $25,019,385.

    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 139,555 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,446,000.

    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).