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HTG Investment Advisors, Inc.: JPIE position timeline

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

HTG Investment Advisors, Inc. held 112,784 JPIE 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 112,784 shares
    Change vs previous 13F +12,296 shares

    1.33% of the 13F portfolio, value $5,193,703.

    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 100,488 shares
    Change vs previous 13F +23,858 shares

    1.32% of the 13F portfolio, value $4,629,482.

    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 76,630 shares
    Change vs previous 13F +34,797 shares

    1.09% of the 13F portfolio, value $3,547,203.

    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 41,833 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,941,470.

    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).