ELM β€” SERIES PORTFOLIOS TR

Ownership history in HighTower Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported SERIES PORTFOLIOS TR (ELM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows ELM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in SERIES PORTFOLIOS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held ELM β€” position size vs. price
% of Fund (quarterly)    ELM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 145,335 β€” 0% 0.00% $4.0M 2026-02-14 (Est.) $28.40
2025 Q3 ADDED 145,335 +79,052 +119.3% 0.00% $4.0M 2025-11-07 $26.73
2025 Q2 INITIATED 66,283 β€” β€” 0.00% $1.7M 2025-08-11 $25.51

FAQ About HighTower Advisors, LLC and ELM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning ELM?

HighTower Advisors, LLC reported ELM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ELM position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for ELM was 0.00% in 2025 Q3.

What is the latest reported ELM position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 145,335 shares, equal to 0.00% of portfolio, with an estimated market value of $4.0M.

What does the chart on this ELM ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly ELM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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