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Disclosery

Abundance Wealth Counselors: HTGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on HTGC, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 127,895 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,895 shares
    Change vs previous 13F +65,748 shares

    0.13% of the 13F portfolio, value $2,016,893.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 62,147 shares
    Change vs previous 13F +538 shares

    0.13% of the 13F portfolio, value $917,906.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 61,609 shares
    Change vs previous 13F +1,652 shares

    0.2% of the 13F portfolio, value $1,159,481.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 59,957 shares
    Change vs previous 13F +1,034 shares

    0.19% of the 13F portfolio, value $1,133,779.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 58,923 shares
    Change vs previous 13F +768 shares

    0.2% of the 13F portfolio, value $1,077,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 58,155 shares
    Change vs previous 13F +2,407 shares

    0.23% of the 13F portfolio, value $1,117,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 55,748 shares
    Change vs previous 13F -168 shares

    0.24% of the 13F portfolio, value $1,120,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 55,916 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,098,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).