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Disclosery

Cedar Wealth Management, LLC: HTGC position timeline

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

Cedar Wealth Management, LLC held 0 HTGC shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,559 shares

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,559 shares
    Change vs previous 13F -2,400 shares

    0.04% of the 13F portfolio, value $123,440.

    13F-HR 0001665642-26-000001 filed by Cedar 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 ended2025-09-30
    13F 8,959 shares
    Change vs previous 13F -800 shares

    0.05% of the 13F portfolio, value $169,415.

    13F-HR 0001665642-25-000006 filed by Cedar 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 ended2025-06-30
    13F 9,759 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $178,395.

    13F-HR 0001665642-25-000003 filed by Cedar 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 ended2025-03-31
    13F 9,759 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $187,470.

    13F-HR 0001665642-25-000002 filed by Cedar 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 ended2024-12-31
    13F 9,759 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $196,058.

    13F-HR 0001665642-25-000001 filed by Cedar 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 ended2024-09-30
    13F 9,759 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $191,667.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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