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HTG Investment Advisors, Inc.: VUSB position timeline

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

HTG Investment Advisors, Inc. held 270,624 VUSB 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 270,624 shares
    Change vs previous 13F +76,894 shares

    3.45% of the 13F portfolio, value $13,471,684.

    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 193,730 shares
    Change vs previous 13F +70,548 shares

    2.75% of the 13F portfolio, value $9,644,868.

    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 123,182 shares
    Change vs previous 13F +19,145 shares

    1.89% of the 13F portfolio, value $6,139,379.

    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 104,037 shares
    Change vs previous 13F +16,900 shares

    1.75% of the 13F portfolio, value $5,201,354.

    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 87,137 shares
    Change vs previous 13F +10,297 shares

    1.62% of the 13F portfolio, value $4,345,102.

    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 76,840 shares
    Change vs previous 13F +7,112 shares

    1.6% of the 13F portfolio, value $3,830,843.

    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 69,728 shares
    Change vs previous 13F +3,501 shares

    1.58% of the 13F portfolio, value $3,459,901.

    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 66,227 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,307,395.

    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).