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Disclosery

HTG Investment Advisors, Inc.: IBM position timeline

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

HTG Investment Advisors, Inc. held 3,623 IBM 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 3,623 shares
    Change vs previous 13F +1,843 shares

    0.26% of the 13F portfolio, value $1,018,824.

    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 1,780 shares
    Change vs previous 13F +193 shares

    0.12% of the 13F portfolio, value $431,408.

    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 1,587 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $470,085.

    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 1,587 shares
    Change vs previous 13F -32 shares

    0.15% of the 13F portfolio, value $447,788.

    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 1,619 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $477,249.

    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 1,631 shares
    Change vs previous 13F -24 shares

    0.17% of the 13F portfolio, value $405,564.

    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 1,655 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $363,819.

    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 1,701 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $376,057.

    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).