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Disclosery

AE Wealth Management LLC: HTGC position timeline

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

AE Wealth Management LLC held 135,293 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,293 shares
    Change vs previous 13F +34,600 shares

    0.01% of the 13F portfolio, value $2,133,571.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 100,693 shares
    Change vs previous 13F +47,158 shares

    0.01% of the 13F portfolio, value $1,487,235.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 53,535 shares
    Change vs previous 13F +24,569 shares

    0.01% of the 13F portfolio, value $1,007,537.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 28,966 shares
    Change vs previous 13F +553 shares

    <0.01% of the 13F portfolio, value $547,742.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 28,413 shares
    Change vs previous 13F +2,305 shares

    <0.01% of the 13F portfolio, value $519,395.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 26,108 shares
    Change vs previous 13F -816 shares

    <0.01% of the 13F portfolio, value $501,544.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 26,924 shares
    Change vs previous 13F +2,608 shares

    <0.01% of the 13F portfolio, value $540,911.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 24,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,561.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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