13F Filings History of HTG Investment Advisors, Inc.

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$325,463,472
Signature - Title
Robin Sherwood - Chief Compliance Officer
Location
New Canaan, CT
Summary
This page shows a list of all the recent 13F filings made by HTG Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HTG Investment Advisors, Inc. reported 76 stock holdings with total value $325,463,472 as of Q4 2025. Top holdings included DFAC, AVUS, DFIC, AVDE, and DFAX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $325,463,472 +$26,852,251 -$5,053,133 +$21,799,118 DFAC, AVUS, DFIC, AVDE, DFAX 13F-HR 02 Feb 2026, 09:15
Q3 2025 75 $297,224,961 +$14,955,206 -$4,176,654 +$10,778,552 DFAC, AVUS, DFIC, AVDE, CBRE 13F-HR 07 Nov 2025, 08:57
Q2 2025 70 $268,879,102 +$13,614,487 -$3,389,544 +$10,224,943 DFAC, DFIC, AVUS, AVDE, CBRE 13F-HR 23 Jul 2025, 09:00
Q1 2025 68 $239,728,963 +$22,706,195 -$1,083,361 +$21,622,834 DFAC, DFIC, CBRE, AVDE, AVUS 13F-HR 02 May 2025, 14:06
Q4 2024 65 $218,646,285 +$12,429,571 -$2,309,686 +$10,119,885 DFAC, CBRE, DFIC, AVUS, DFAX 13F-HR 27 Jan 2025, 09:55
Q3 2024 67 $211,937,723 +$13,920,392 -$3,121,762 +$10,798,630 DFAC, CBRE, DFAX, DFIC, AVUS 13F-HR 04 Nov 2024, 08:48
Q2 2024 59 $185,491,711 +$14,028,497 -$1,155,251 +$12,873,246 DFAC, DFAX, CBRE, DFIC, AVUS 13F-HR 31 Jul 2024, 17:04
Q1 2024 61 $172,468,605 +$17,073,799 -$4,448,957 +$12,624,842 DFAC, CBRE, DFAX, AVUS, DFIC 13F-HR 29 Apr 2024, 12:58
Q4 2023 61 $153,123,839 +$15,344,927 -$195,862 +$15,149,065 DFAC, CBRE, DFAX, AVUS, DFIC 13F-HR 29 Jan 2024, 09:02
Q3 2023 52 $124,777,685 +$10,024,634 -$1,716,213 +$8,308,421 DFAC, DFAX, CBRE, AVUS, DFIC 13F-HR 24 Oct 2023, 16:32
Q2 2023 51 $121,075,227 +$7,141,776 -$1,211,613 +$5,930,163 DFAC, DFAX, CBRE, AVUS, DFIC 13F-HR 17 Jul 2023, 17:12
Q1 2023 51 $109,709,259 +$7,569,980 -$917,783 +$6,652,197 DFAX, DFAC, CBRE, AVUS, DFIC 13F-HR 13 Apr 2023, 10:42
Q4 2022 51 $98,815,622 $0 $0 $0 DFAX, DFAC, CBRE, AVUS, DFIC 13F-HR 13 Feb 2023, 14:26