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Arkadios Wealth Advisors: HTGC position timeline

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

Arkadios Wealth Advisors held 37,871 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,871 shares
    Change vs previous 13F -26,846 shares

    0.01% of the 13F portfolio, value $597,228.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 64,717 shares
    Change vs previous 13F +6,144 shares

    0.02% of the 13F portfolio, value $955,867.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 58,573 shares
    Change vs previous 13F -606 shares

    0.02% of the 13F portfolio, value $1,102,344.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 59,179 shares
    Change vs previous 13F +1,549 shares

    0.03% of the 13F portfolio, value $1,119,075.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 57,630 shares
    Change vs previous 13F +51 shares

    0.03% of the 13F portfolio, value $1,053,476.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 57,579 shares
    Change vs previous 13F +2,006 shares

    0.04% of the 13F portfolio, value $1,106,093.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 55,573 shares
    Change vs previous 13F -229 shares

    0.06% of the 13F portfolio, value $1,116,462.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 55,802 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,095,951.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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