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HTG Investment Advisors, Inc.: AGG position timeline

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

HTG Investment Advisors, Inc. held 103,848 AGG 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 103,848 shares
    Change vs previous 13F -26,011 shares

    2.64% of the 13F portfolio, value $10,278,875.

    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 129,859 shares
    Change vs previous 13F +9,805 shares

    3.68% of the 13F portfolio, value $12,891,103.

    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 120,054 shares
    Change vs previous 13F +5,018 shares

    3.68% of the 13F portfolio, value $11,990,994.

    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 115,036 shares
    Change vs previous 13F +1,309 shares

    3.88% of the 13F portfolio, value $11,532,359.

    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 113,727 shares
    Change vs previous 13F +3,860 shares

    4.2% of the 13F portfolio, value $11,281,718.

    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 109,867 shares
    Change vs previous 13F +4,949 shares

    4.53% of the 13F portfolio, value $10,868,044.

    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 104,918 shares
    Change vs previous 13F +5,538 shares

    4.65% of the 13F portfolio, value $10,166,554.

    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 99,380 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $10,064,213.

    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).