Skip to content
Disclosery

Great Point Wealth Advisors, LLC: HTRB position timeline

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

Great Point Wealth Advisors, LLC held 687,937 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 687,937 shares
    Change vs previous 13F +32,031 shares

    3.75% of the 13F portfolio, value $23,207,567.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth 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 655,906 shares
    Change vs previous 13F +2,800 shares

    4.09% of the 13F portfolio, value $22,130,276.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth 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 653,106 shares
    Change vs previous 13F +45,283 shares

    4.07% of the 13F portfolio, value $22,303,564.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth 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 607,823 shares
    Change vs previous 13F +75,092 shares

    3.92% of the 13F portfolio, value $20,842,235.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth 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 ended2025-03-31
    13F 532,731 shares
    Change vs previous 13F +115,848 shares

    3.9% of the 13F portfolio, value $18,038,284.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth 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 ended2024-12-31
    13F 416,883 shares
    Change vs previous 13F +31,234 shares

    3.04% of the 13F portfolio, value $13,894,712.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth 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 ended2024-09-30
    13F 385,649 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $13,482,301.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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