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HighTower Advisors, LLC: TAXF position timeline

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

HighTower Advisors, LLC held 61,786 TAXF 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 61,786 shares
    Change vs previous 13F +3,781 shares

    <0.01% of the 13F portfolio, value $3,140,869.

    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 58,005 shares
    Change vs previous 13F +4,203 shares

    <0.01% of the 13F portfolio, value $2,903,151.

    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 53,802 shares
    Change vs previous 13F +2,550 shares

    <0.01% of the 13F portfolio, value $2,710,561.

    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 51,252 shares
    Change vs previous 13F +467 shares

    <0.01% of the 13F portfolio, value $2,574,403.

    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 50,785 shares
    Change vs previous 13F -101,792 shares

    <0.01% of the 13F portfolio, value $2,484,911.

    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 152,577 shares
    Change vs previous 13F +14,287 shares

    0.01% of the 13F portfolio, value $7,549,514.

    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 138,290 shares
    Change vs previous 13F +4,349 shares

    0.01% of the 13F portfolio, value $6,933,843.

    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 133,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,887,000.

    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).