Skip to content
Disclosery

Advisors Asset Management, Inc.: HTGC position timeline

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

Advisors Asset Management, Inc. held 291,401 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,401 shares
    Change vs previous 13F -15,615 shares

    0.07% of the 13F portfolio, value $4,595,394.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 307,016 shares
    Change vs previous 13F -57,195 shares

    0.08% of the 13F portfolio, value $4,534,626.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 364,211 shares
    Change vs previous 13F -27,418 shares

    0.12% of the 13F portfolio, value $6,854,451.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 391,629 shares
    Change vs previous 13F +8,878 shares

    0.13% of the 13F portfolio, value $7,405,704.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 382,751 shares
    Change vs previous 13F -30,664 shares

    0.13% of the 13F portfolio, value $6,996,688.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 413,415 shares
    Change vs previous 13F +7,224 shares

    0.15% of the 13F portfolio, value $7,941,702.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 406,191 shares
    Change vs previous 13F -794 shares

    0.15% of the 13F portfolio, value $8,160,377.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 406,985 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,993,185.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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