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HighTower Advisors, LLC: WM position timeline

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

HighTower Advisors, LLC held 305,437 WM 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 305,437 shares
    Change vs previous 13F +726 shares

    0.07% of the 13F portfolio, value $68,075,860.

    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 304,711 shares
    Change vs previous 13F +7,891 shares

    0.07% of the 13F portfolio, value $70,020,213.

    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 296,820 shares
    Change vs previous 13F -3,968 shares

    0.07% of the 13F portfolio, value $65,214,238.

    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 300,788 shares
    Change vs previous 13F +11,036 shares

    0.08% of the 13F portfolio, value $66,437,185.

    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 289,752 shares
    Change vs previous 13F -5,496 shares

    0.08% of the 13F portfolio, value $66,300,939.

    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 295,248 shares
    Change vs previous 13F +16,883 shares

    0.09% of the 13F portfolio, value $68,352,767.

    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 278,365 shares
    Change vs previous 13F +9,664 shares

    0.08% of the 13F portfolio, value $56,171,211.

    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 268,701 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $55,729,000.

    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).