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HTG Investment Advisors, Inc.: DFIC position timeline

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

HTG Investment Advisors, Inc. held 750,319 DFIC 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 750,319 shares
    Change vs previous 13F +6,618 shares

    7.17% of the 13F portfolio, value $27,956,881.

    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 743,701 shares
    Change vs previous 13F +15,416 shares

    7.54% of the 13F portfolio, value $26,423,685.

    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 728,285 shares
    Change vs previous 13F +26,720 shares

    7.71% of the 13F portfolio, value $25,096,689.

    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 701,565 shares
    Change vs previous 13F +10,847 shares

    7.74% of the 13F portfolio, value $23,004,316.

    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 690,718 shares
    Change vs previous 13F +16,498 shares

    7.99% of the 13F portfolio, value $21,474,423.

    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 674,220 shares
    Change vs previous 13F +24,490 shares

    7.81% of the 13F portfolio, value $18,723,089.

    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 649,730 shares
    Change vs previous 13F +71,194 shares

    7.68% of the 13F portfolio, value $16,792,272.

    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 578,536 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $16,280,003.

    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).