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HighTower Advisors, LLC: WSO position timeline

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

HighTower Advisors, LLC held 10,067 WSO 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 10,067 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $4,195,207.

    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 10,573 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $3,845,950.

    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 10,516 shares
    Change vs previous 13F -1,382 shares

    <0.01% of the 13F portfolio, value $3,543,314.

    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 11,898 shares
    Change vs previous 13F -2,513 shares

    0.01% of the 13F portfolio, value $4,810,511.

    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 14,411 shares
    Change vs previous 13F -1,414 shares

    0.01% of the 13F portfolio, value $6,364,177.

    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 15,825 shares
    Change vs previous 13F -153 shares

    0.01% of the 13F portfolio, value $8,043,884.

    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 15,978 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $7,571,795.

    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 16,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,828,000.

    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).