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CAPTRUST FINANCIAL ADVISORS: HTGC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,948 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,948 shares
    Change vs previous 13F -6,041 shares

    <0.01% of the 13F portfolio, value $346,117.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 27,989 shares
    Change vs previous 13F +1,121 shares

    <0.01% of the 13F portfolio, value $413,400.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 26,868 shares
    Change vs previous 13F +2,879 shares

    <0.01% of the 13F portfolio, value $505,657.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 23,989 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $453,624.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 23,539 shares
    Change vs previous 13F +1,627 shares

    <0.01% of the 13F portfolio, value $430,289.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 21,912 shares
    Change vs previous 13F -1,501 shares

    <0.01% of the 13F portfolio, value $420,935.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 23,413 shares
    Change vs previous 13F +2,198 shares

    <0.01% of the 13F portfolio, value $470,365.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 21,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $416,657.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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