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HTG Investment Advisors, Inc.: DFAX position timeline

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

HTG Investment Advisors, Inc. held 595,793 DFAX 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 595,793 shares
    Change vs previous 13F -33,604 shares

    5.63% of the 13F portfolio, value $21,949,002.

    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 629,397 shares
    Change vs previous 13F +1,422 shares

    6.1% of the 13F portfolio, value $21,380,633.

    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 627,975 shares
    Change vs previous 13F +14,208 shares

    6.32% of the 13F portfolio, value $20,553,637.

    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 613,767 shares
    Change vs previous 13F +7,916 shares

    6.48% of the 13F portfolio, value $19,260,008.

    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 605,851 shares
    Change vs previous 13F -19,128 shares

    6.62% of the 13F portfolio, value $17,793,844.

    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 624,979 shares
    Change vs previous 13F +6,762 shares

    6.83% of the 13F portfolio, value $16,374,450.

    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 618,217 shares
    Change vs previous 13F +14,268 shares

    7.03% of the 13F portfolio, value $15,368,875.

    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 603,949 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $16,312,662.

    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).