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HTG Investment Advisors, Inc.: BSV position timeline

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

HTG Investment Advisors, Inc. held 154,196 BSV 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 154,196 shares
    Change vs previous 13F -57,143 shares

    3.08% of the 13F portfolio, value $12,013,428.

    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 211,339 shares
    Change vs previous 13F -16,057 shares

    4.73% of the 13F portfolio, value $16,571,069.

    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 227,396 shares
    Change vs previous 13F +13,982 shares

    5.51% of the 13F portfolio, value $17,921,057.

    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 213,414 shares
    Change vs previous 13F +9,860 shares

    5.67% of the 13F portfolio, value $16,840,477.

    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 203,554 shares
    Change vs previous 13F +7,413 shares

    5.96% of the 13F portfolio, value $16,019,668.

    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 196,141 shares
    Change vs previous 13F +5,560 shares

    6.4% of the 13F portfolio, value $15,353,885.

    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 190,581 shares
    Change vs previous 13F +38,212 shares

    6.74% of the 13F portfolio, value $14,726,162.

    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 152,369 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $11,989,884.

    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).