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HTG Investment Advisors, Inc.: AVRE position timeline

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

HTG Investment Advisors, Inc. held 110,303 AVRE 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 110,303 shares
    Change vs previous 13F +10,569 shares

    1.34% of the 13F portfolio, value $5,226,167.

    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 99,734 shares
    Change vs previous 13F +8,762 shares

    1.25% of the 13F portfolio, value $4,390,300.

    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 90,972 shares
    Change vs previous 13F +15,613 shares

    1.22% of the 13F portfolio, value $3,960,021.

    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 75,359 shares
    Change vs previous 13F +9,055 shares

    1.13% of the 13F portfolio, value $3,351,978.

    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 66,304 shares
    Change vs previous 13F +5,016 shares

    1.09% of the 13F portfolio, value $2,927,985.

    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 61,288 shares
    Change vs previous 13F +8,497 shares

    1.1% of the 13F portfolio, value $2,635,997.

    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 52,791 shares
    Change vs previous 13F +4,769 shares

    1.01% of the 13F portfolio, value $2,212,999.

    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 48,022 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,263,757.

    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).