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HTG Investment Advisors, Inc.: AVUS position timeline

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

HTG Investment Advisors, Inc. held 296,736 AVUS 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 296,736 shares
    Change vs previous 13F +19,913 shares

    9.74% of the 13F portfolio, value $38,005,967.

    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 276,823 shares
    Change vs previous 13F +35,600 shares

    8.78% of the 13F portfolio, value $30,777,199.

    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 241,223 shares
    Change vs previous 13F +29,157 shares

    8.28% of the 13F portfolio, value $26,963,924.

    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 212,066 shares
    Change vs previous 13F +5,514 shares

    7.76% of the 13F portfolio, value $23,051,591.

    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 206,552 shares
    Change vs previous 13F +22,453 shares

    7.74% of the 13F portfolio, value $20,824,573.

    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 184,099 shares
    Change vs previous 13F +17,157 shares

    7.09% of the 13F portfolio, value $17,007,066.

    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 166,942 shares
    Change vs previous 13F +1,108 shares

    7.4% of the 13F portfolio, value $16,181,688.

    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 165,834 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $15,779,105.

    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).