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HTG Investment Advisors, Inc.: IJH position timeline

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

HTG Investment Advisors, Inc. held 27,785 IJH 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 27,785 shares
    Change vs previous 13F -5,260 shares

    0.55% of the 13F portfolio, value $2,142,468.

    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 33,045 shares
    Change vs previous 13F -9,806 shares

    0.64% of the 13F portfolio, value $2,231,500.

    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 42,851 shares
    Change vs previous 13F -26,890 shares

    0.87% of the 13F portfolio, value $2,828,142.

    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 69,741 shares
    Change vs previous 13F +364 shares

    1.53% of the 13F portfolio, value $4,551,274.

    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 69,377 shares
    Change vs previous 13F +4,004 shares

    1.6% of the 13F portfolio, value $4,302,735.

    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 65,373 shares
    Change vs previous 13F -1,218 shares

    1.59% of the 13F portfolio, value $3,814,489.

    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 66,591 shares
    Change vs previous 13F -1,509 shares

    1.9% of the 13F portfolio, value $4,149,258.

    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 68,100 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,243,965.

    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).