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HighTower Advisors, LLC: UTI position timeline

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

HighTower Advisors, LLC held 10,785 UTI 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 10,785 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $461,274.

    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 9,856 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $355,802.

    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 9,921 shares
    Change vs previous 13F +979 shares

    <0.01% of the 13F portfolio, value $259,236.

    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 8,942 shares
    Change vs previous 13F -12,380 shares

    <0.01% of the 13F portfolio, value $291,062.

    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 21,322 shares
    Change vs previous 13F -23,042 shares

    <0.01% of the 13F portfolio, value $722,603.

    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 44,364 shares
    Change vs previous 13F +11,488 shares

    <0.01% of the 13F portfolio, value $1,139,268.

    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 32,876 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $845,242.

    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).