HTG Investment Advisors, Inc. quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1963875): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Enavate Sciences GP, LLC | United States | $0.352B | 7 |
| Vision Retirement, LLC | United States | $0.352B | 649 |
| Cypress Capital, LLC | United States | $0.351B | 95 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | United States | $0.351B | 137 |
| ACORN CAPITAL ADVISORS, LLC | United States | $0.352B | 22 |
| Alaethes Wealth, LLC | United States | $0.351B | 124 |
| Brown Miller Wealth Management, LLC | United States | $0.352B | 270 |
| Trinity Financial Advisors LLC | United States | $0.351B | 89 |
| PCJ Investment Counsel Ltd. | Canada | $0.352B | 59 |
| Legacy Wealth Management, LLC / MS | United States | $0.351B | 106 |