Skip to content
Disclosery

HTG Investment Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HTG Investment Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

HTG Investment Advisors, Inc. held 18,063 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,063 shares
    Change vs previous 13F -4,821 shares

    1.34% of the 13F portfolio, value $5,226,634.

    13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, 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 22,884 shares
    Change vs previous 13F +10,780 shares

    1.66% of the 13F portfolio, value $5,807,664.

    13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, 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 12,104 shares
    Change vs previous 13F -132 shares

    1.01% of the 13F portfolio, value $3,290,713.

    13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, 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 12,236 shares
    Change vs previous 13F +63 shares

    1.05% of the 13F portfolio, value $3,115,765.

    13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, 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 12,173 shares
    Change vs previous 13F -631 shares

    0.93% of the 13F portfolio, value $2,497,625.

    13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, 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 12,804 shares
    Change vs previous 13F +24 shares

    1.19% of the 13F portfolio, value $2,844,250.

    13F-HR 0001951757-25-000499 filed by HTG Investment Advisors, 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 12,780 shares
    Change vs previous 13F -43 shares

    1.46% of the 13F portfolio, value $3,200,478.

    13F-HR 0001951757-25-000135 filed by HTG Investment Advisors, 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 12,823 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,987,862.

    13F-HR 0001951757-24-001156 filed by HTG Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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