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HTG Investment Advisors, Inc.: DFAC position timeline

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

HTG Investment Advisors, Inc. held 871,463 DFAC 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 871,463 shares
    Change vs previous 13F -10,048 shares

    9.91% of the 13F portfolio, value $38,658,088.

    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 881,511 shares
    Change vs previous 13F +29,131 shares

    9.77% of the 13F portfolio, value $34,255,522.

    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 852,380 shares
    Change vs previous 13F +42,200 shares

    10.37% of the 13F portfolio, value $33,745,724.

    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 810,180 shares
    Change vs previous 13F +48,477 shares

    10.51% of the 13F portfolio, value $31,248,643.

    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 761,703 shares
    Change vs previous 13F +7,979 shares

    10.15% of the 13F portfolio, value $27,299,436.

    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 753,724 shares
    Change vs previous 13F +12,759 shares

    10.37% of the 13F portfolio, value $24,865,355.

    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 740,965 shares
    Change vs previous 13F +20,744 shares

    11.72% of the 13F portfolio, value $25,629,979.

    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 720,221 shares
    Change vs previous 13F not available

    11.65% of the 13F portfolio, value $24,696,378.

    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).