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HTG Investment Advisors, Inc.: VCSH position timeline

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

HTG Investment Advisors, Inc. held 190,727 VCSH 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 190,727 shares
    Change vs previous 13F +84,072 shares

    3.86% of the 13F portfolio, value $15,073,155.

    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 106,655 shares
    Change vs previous 13F +56,497 shares

    2.41% of the 13F portfolio, value $8,454,542.

    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 50,158 shares
    Change vs previous 13F +33,715 shares

    1.23% of the 13F portfolio, value $3,999,097.

    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 16,443 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,314,289.

    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).