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HTG Investment Advisors, Inc.: DFAU position timeline

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

HTG Investment Advisors, Inc. held 228,534 DFAU 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 228,534 shares
    Change vs previous 13F +962 shares

    3.03% of the 13F portfolio, value $11,812,921.

    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 227,572 shares
    Change vs previous 13F +28,160 shares

    2.93% of the 13F portfolio, value $10,268,046.

    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 199,412 shares
    Change vs previous 13F +24,321 shares

    2.87% of the 13F portfolio, value $9,332,477.

    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 175,091 shares
    Change vs previous 13F -999 shares

    2.7% of the 13F portfolio, value $8,012,160.

    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 176,090 shares
    Change vs previous 13F +31,264 shares

    2.77% of the 13F portfolio, value $7,459,169.

    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 144,826 shares
    Change vs previous 13F +461 shares

    2.32% of the 13F portfolio, value $5,567,111.

    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 144,365 shares
    Change vs previous 13F +254 shares

    2.67% of the 13F portfolio, value $5,845,339.

    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 144,111 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $5,719,766.

    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).