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HTG Investment Advisors, Inc.: CBRE position timeline

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

HTG Investment Advisors, Inc. held 110,795 CBRE 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 110,795 shares
    Change vs previous 13F 0 shares

    3.83% of the 13F portfolio, value $14,922,979.

    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 110,795 shares
    Change vs previous 13F -519 shares

    4.28% of the 13F portfolio, value $15,008,291.

    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 111,314 shares
    Change vs previous 13F -12,999 shares

    5.5% of the 13F portfolio, value $17,898,178.

    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 124,313 shares
    Change vs previous 13F -10,000 shares

    6.59% of the 13F portfolio, value $19,586,756.

    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 134,313 shares
    Change vs previous 13F -4,514 shares

    7% of the 13F portfolio, value $18,819,938.

    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 138,827 shares
    Change vs previous 13F +460 shares

    7.57% of the 13F portfolio, value $18,155,795.

    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 138,367 shares
    Change vs previous 13F -6,803 shares

    8.31% of the 13F portfolio, value $18,166,203.

    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 145,170 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $18,070,762.

    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).