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HTG Investment Advisors, Inc.: VTIP position timeline

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

HTG Investment Advisors, Inc. held 54,033 VTIP 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 54,033 shares
    Change vs previous 13F +1,727 shares

    0.7% of the 13F portfolio, value $2,714,073.

    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 52,306 shares
    Change vs previous 13F +2,474 shares

    0.75% of the 13F portfolio, value $2,612,669.

    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 49,832 shares
    Change vs previous 13F +2,371 shares

    0.76% of the 13F portfolio, value $2,464,677.

    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 47,461 shares
    Change vs previous 13F +15,346 shares

    0.81% of the 13F portfolio, value $2,402,950.

    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 32,115 shares
    Change vs previous 13F +6,523 shares

    0.6% of the 13F portfolio, value $1,614,421.

    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 25,592 shares
    Change vs previous 13F +18,827 shares

    0.53% of the 13F portfolio, value $1,277,041.

    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 6,765 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $327,561.

    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).