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HighTower Advisors, LLC: SWX position timeline

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

HighTower Advisors, LLC held 9,575 SWX 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 9,575 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $849,073.

    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 10,464 shares
    Change vs previous 13F +1,808 shares

    <0.01% of the 13F portfolio, value $909,407.

    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 8,656 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $692,636.

    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 8,329 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $652,509.

    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 8,311 shares
    Change vs previous 13F +1,887 shares

    <0.01% of the 13F portfolio, value $618,278.

    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 6,424 shares
    Change vs previous 13F -2,779 shares

    <0.01% of the 13F portfolio, value $461,244.

    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 9,203 shares
    Change vs previous 13F -2,030 shares

    <0.01% of the 13F portfolio, value $650,770.

    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 11,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $829,000.

    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).