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HighTower Advisors, LLC: UTG position timeline

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

HighTower Advisors, LLC held 31,870 UTG 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 31,870 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $1,297,761.

    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 31,806 shares
    Change vs previous 13F +13,216 shares

    <0.01% of the 13F portfolio, value $1,249,328.

    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 18,590 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $680,033.

    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 17,642 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $698,991.

    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 17,207 shares
    Change vs previous 13F -913 shares

    <0.01% of the 13F portfolio, value $622,536.

    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 18,120 shares
    Change vs previous 13F +3,158 shares

    <0.01% of the 13F portfolio, value $589,619.

    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 14,962 shares
    Change vs previous 13F +1,543 shares

    <0.01% of the 13F portfolio, value $474,141.

    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 13,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,000.

    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).