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HTG Investment Advisors, Inc.

SEC CIK
0001963875
Latest filing
Aug 6, 2026

AAPL holding history

Apple Inc. in every 13F filed by HTG Investment Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
18,063
Value
$5.23M
% of portfolio
1.3%
Quarters held
15
Since Q4 2022
Holdings of AAPL by HTG Investment Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,063$5.23M1.3%−4,821−21.1%ReducedHolders
Q1 202622,884$5.81M1.7%+10,780+89.1%AddedHolders
Q4 202512,104$3.29M1.0%−132−1.1%ReducedHolders
Q3 202512,236$3.12M1.0%+63+0.5%AddedHolders
Q2 202512,173$2.50M0.9%−631−4.9%ReducedHolders
Q1 202512,804$2.84M1.2%+24+0.2%AddedHolders
Q4 202412,780$3.20M1.5%−43−0.3%ReducedHolders
Q3 202412,823$2.99M1.4%+40.0%AddedHolders
Q2 202412,819$2.70M1.5%−20.0%ReducedHolders
Q1 202412,821$2.20M1.3%−2,900−18.4%ReducedHolders
Q4 202315,721$3.03M2.0%+1,283+8.9%AddedHolders
Q3 202314,438$2.47M2.0%−1,093−7.0%ReducedHolders
Q2 202315,531$3.01M2.5%−1,278−7.6%ReducedHolders
Q1 202316,809$2.77M2.5%+2,892+20.8%AddedHolders
Q4 202213,917$1.81M1.8%–No prior filingHolders