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HFG Advisors, Inc.: FV position timeline

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

HFG Advisors, Inc. held 144,740 FV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,740 shares
    Change vs previous 13F +1,056 shares

    6.85% of the 13F portfolio, value $10,982,850.

    13F-HR 0001951757-26-001156 filed by HFG 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 143,684 shares
    Change vs previous 13F +206 shares

    6.11% of the 13F portfolio, value $8,683,897.

    13F-HR 0001951757-26-000810 filed by HFG 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 143,478 shares
    Change vs previous 13F +2,513 shares

    6.54% of the 13F portfolio, value $9,027,610.

    13F-HR 0001951757-26-000445 filed by HFG 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 140,965 shares
    Change vs previous 13F -1,629 shares

    6.44% of the 13F portfolio, value $8,728,546.

    13F-HR 0001951757-25-001384 filed by HFG 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 142,594 shares
    Change vs previous 13F -1,213 shares

    6.69% of the 13F portfolio, value $8,450,116.

    13F-HR 0001951757-25-001035 filed by HFG 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 143,807 shares
    Change vs previous 13F -1,033 shares

    6.74% of the 13F portfolio, value $7,889,262.

    13F-HR 0001951757-25-000386 filed by HFG 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 144,840 shares
    Change vs previous 13F +6,070 shares

    7.48% of the 13F portfolio, value $8,554,233.

    13F-HR 0001951757-25-000125 filed by HFG 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 138,770 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $8,086,115.

    13F-HR 0001951757-24-001048 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).