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Disclosery

HTG Investment Advisors, Inc.: IVE position timeline

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

HTG Investment Advisors, Inc. held 7,561 IVE 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 7,561 shares
    Change vs previous 13F -144 shares

    0.44% of the 13F portfolio, value $1,716,801.

    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 7,705 shares
    Change vs previous 13F +7,705 shares

    0.46% of the 13F portfolio, value $1,626,911.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,068 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 1,068 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $210,578.

    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).