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HighTower Advisors, LLC: XLU position timeline

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

HighTower Advisors, LLC held 820,438 XLU 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 820,438 shares
    Change vs previous 13F -46,087 shares

    0.04% of the 13F portfolio, value $37,198,647.

    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 866,525 shares
    Change vs previous 13F -125,756 shares

    0.04% of the 13F portfolio, value $39,765,029.

    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 992,281 shares
    Change vs previous 13F +484,305 shares

    0.05% of the 13F portfolio, value $42,360,476.

    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 507,976 shares
    Change vs previous 13F +17,400 shares

    0.05% of the 13F portfolio, value $44,302,329.

    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 490,576 shares
    Change vs previous 13F +34,477 shares

    0.05% of the 13F portfolio, value $40,060,412.

    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 456,099 shares
    Change vs previous 13F +187,766 shares

    0.05% of the 13F portfolio, value $35,963,435.

    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 268,333 shares
    Change vs previous 13F -61,905 shares

    0.03% of the 13F portfolio, value $20,310,146.

    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 330,238 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,662,000.

    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).