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Disclosery

D.A. DAVIDSON & CO.: HTGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on HTGC, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 335,890 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,890 shares
    Change vs previous 13F +12,493 shares

    0.03% of the 13F portfolio, value $5,296,995.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 323,397 shares
    Change vs previous 13F +14,186 shares

    0.03% of the 13F portfolio, value $4,776,578.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 309,211 shares
    Change vs previous 13F +9,072 shares

    0.04% of the 13F portfolio, value $5,819,366.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 300,139 shares
    Change vs previous 13F +4,625 shares

    0.04% of the 13F portfolio, value $5,675,630.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 295,514 shares
    Change vs previous 13F +9,585 shares

    0.04% of the 13F portfolio, value $5,402,009.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 285,929 shares
    Change vs previous 13F -3,254 shares

    0.04% of the 13F portfolio, value $5,492,704.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 289,183 shares
    Change vs previous 13F +5,333 shares

    0.05% of the 13F portfolio, value $5,809,703.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 283,850 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,574,815.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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