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HTG Investment Advisors, Inc.: DFEM position timeline

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

HTG Investment Advisors, Inc. held 305,765 DFEM 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 305,765 shares
    Change vs previous 13F +5,329 shares

    3.19% of the 13F portfolio, value $12,426,290.

    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 300,436 shares
    Change vs previous 13F +5,738 shares

    2.96% of the 13F portfolio, value $10,380,064.

    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 294,698 shares
    Change vs previous 13F +11,184 shares

    3% of the 13F portfolio, value $9,748,610.

    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 283,514 shares
    Change vs previous 13F +4,607 shares

    3.06% of the 13F portfolio, value $9,092,294.

    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 278,907 shares
    Change vs previous 13F -16,311 shares

    3.08% of the 13F portfolio, value $8,277,960.

    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 295,218 shares
    Change vs previous 13F +11,159 shares

    3.26% of the 13F portfolio, value $7,811,468.

    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 284,059 shares
    Change vs previous 13F +8,133 shares

    3.4% of the 13F portfolio, value $7,439,505.

    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 275,926 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $7,767,317.

    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).