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Disclosery

Balboa Wealth Partners: HTGC position timeline

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

Balboa Wealth Partners held 27,977 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 27,977 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $441,197.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 28,477 shares
    Change vs previous 13F -2,540 shares

    0.07% of the 13F portfolio, value $420,605.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 31,017 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $583,740.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 31,017 shares
    Change vs previous 13F +1,068 shares

    0.1% of the 13F portfolio, value $586,531.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 29,949 shares
    Change vs previous 13F +1,500 shares

    0.11% of the 13F portfolio, value $547,468.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 28,449 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $546,505.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 28,449 shares
    Change vs previous 13F +1,555 shares

    0.13% of the 13F portfolio, value $571,540.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 26,894 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $528,198.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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