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Advance Capital Management, Inc.: HTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on HTRB, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 13,894 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,894 shares
    Change vs previous 13F -2,167 shares

    0.02% of the 13F portfolio, value $468,724.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 16,061 shares
    Change vs previous 13F -358,468 shares

    0.02% of the 13F portfolio, value $541,894.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 374,529 shares
    Change vs previous 13F +40,235 shares

    0.54% of the 13F portfolio, value $12,790,182.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 334,294 shares
    Change vs previous 13F -152,801 shares

    0.5% of the 13F portfolio, value $11,462,929.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 487,095 shares
    Change vs previous 13F +40,715 shares

    0.75% of the 13F portfolio, value $16,497,909.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 446,380 shares
    Change vs previous 13F -70,387 shares

    0.72% of the 13F portfolio, value $15,114,416.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 516,767 shares
    Change vs previous 13F +1,692 shares

    0.79% of the 13F portfolio, value $17,223,855.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 515,075 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $18,007,038.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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