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HTG Investment Advisors, Inc.: AVEM position timeline

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

HTG Investment Advisors, Inc. held 73,443 AVEM 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 73,443 shares
    Change vs previous 13F -3,350 shares

    1.82% of the 13F portfolio, value $7,086,505.

    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 76,793 shares
    Change vs previous 13F +1,361 shares

    1.77% of the 13F portfolio, value $6,187,972.

    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 75,432 shares
    Change vs previous 13F +4,615 shares

    1.79% of the 13F portfolio, value $5,809,765.

    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 70,817 shares
    Change vs previous 13F +1,589 shares

    1.79% of the 13F portfolio, value $5,319,057.

    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 69,228 shares
    Change vs previous 13F +12,388 shares

    1.76% of the 13F portfolio, value $4,744,887.

    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 56,840 shares
    Change vs previous 13F +3,831 shares

    1.43% of the 13F portfolio, value $3,420,063.

    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 53,009 shares
    Change vs previous 13F +4,859 shares

    1.43% of the 13F portfolio, value $3,116,399.

    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 48,150 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,110,490.

    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).