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HighTower Trust Company, N.A.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Trust Company, N.A. on SPY, newest first. How the timeline and the estimate are built.

HighTower Trust Company, N.A. held 1,741 SPY shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 1,741 shares
    Change vs previous 13F -81 shares

    0.07% of the 13F portfolio, value $672,038.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 1,822 shares
    Change vs previous 13F -348 shares

    0.07% of the 13F portfolio, value $686,275.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 2,170 shares
    Change vs previous 13F -18 shares

    0.09% of the 13F portfolio, value $775,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 2,188 shares
    Change vs previous 13F +447 shares

    0.09% of the 13F portfolio, value $836,000.

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 1,741 shares
    Change vs previous 13F -239 shares

    0.08% of the 13F portfolio, value $787,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 1,980 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $941,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).