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HTG Investment Advisors, Inc.: DFAS position timeline

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

HTG Investment Advisors, Inc. held 44,514 DFAS 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 44,514 shares
    Change vs previous 13F -6,578 shares

    0.94% of the 13F portfolio, value $3,665,297.

    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 51,092 shares
    Change vs previous 13F +1,530 shares

    1.04% of the 13F portfolio, value $3,634,186.

    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 49,562 shares
    Change vs previous 13F +2,208 shares

    1.06% of the 13F portfolio, value $3,452,996.

    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 47,354 shares
    Change vs previous 13F +4,210 shares

    1.09% of the 13F portfolio, value $3,241,855.

    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 43,144 shares
    Change vs previous 13F +340 shares

    1.02% of the 13F portfolio, value $2,748,704.

    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 42,804 shares
    Change vs previous 13F -435 shares

    1.07% of the 13F portfolio, value $2,557,539.

    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 43,239 shares
    Change vs previous 13F -165 shares

    1.29% of the 13F portfolio, value $2,813,994.

    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 43,404 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,815,183.

    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).