• 13F History

HTG Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$219M
Signature - Title
Robin Sherwood - Chief Compliance Officer
Location
New Canaan, CT
Summary
This page shows a list of all the recent 13F filings made by HTG Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HTG Investment Advisors, Inc. reported 65 stock holdings with total value $219M as of Q4 2024. Top holdings included DFAC, CBRE, DFIC, AVUS, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 65 $219M +$12.4M -$2.31M +$10.1M DFAC, CBRE, DFIC, AVUS, DFAX 13F-HR 1/27/2025, 09:55 AM
Q3 2024 67 $212M +$13.9M -$3.12M +$10.8M DFAC, CBRE, DFAX, DFIC, AVUS 13F-HR 11/4/2024, 08:48 AM
Q2 2024 59 $185M +$14M -$1.16M +$12.9M DFAC, DFAX, CBRE, DFIC, AVUS 13F-HR 7/31/2024, 05:04 PM
Q1 2024 61 $172M +$17.1M -$4.45M +$12.6M DFAC, CBRE, DFAX, AVUS, DFIC 13F-HR 4/29/2024, 12:58 PM
Q4 2023 61 $153M +$15.3M -$196K +$15.1M DFAC, CBRE, DFAX, AVUS, DFIC 13F-HR 1/29/2024, 09:02 AM
Q3 2023 52 $125M +$10M -$1.13M +$8.9M DFAC, DFAX, CBRE, AVUS, DFIC 13F-HR 10/24/2023, 04:32 PM
Q2 2023 51 $121M +$7.14M -$546K +$6.6M DFAC, DFAX, CBRE, AVUS, DFIC 13F-HR 7/17/2023, 05:12 PM
Q1 2023 51 $110M +$7.57M -$698K +$6.87M DFAX, DFAC, CBRE, AVUS, DFIC 13F-HR 4/13/2023, 10:42 AM
Q4 2022 51 $98.8M DFAX, DFAC, CBRE, AVUS, DFIC 13F-HR 2/13/2023, 01:26 PM