HTG Investment Advisors, Inc.: DFSU position timeline

HTG Investment Advisors, Inc. held 15,240 DFSU 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 15,240 shares

   Change vs previous 13F +2,668 shares

   0.18% of the 13F portfolio, value $710,641.

   13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, Inc.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,572 shares

   Change vs previous 13F +2,760 shares

   0.15% of the 13F portfolio, value $516,583.

   13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, Inc.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,812 shares

   Change vs previous 13F +3,716 shares

   0.13% of the 13F portfolio, value $426,135.

   13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, Inc.
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,096 shares

   Change vs previous 13F +321 shares

   0.09% of the 13F portfolio, value $258,913.

   13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,775 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $226,669.

   13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, Inc.
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).