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Disclosery

Dakota Wealth Management: HTGC position timeline

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

Dakota Wealth Management held 37,965 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,965 shares
    Change vs previous 13F +255 shares

    0.01% of the 13F portfolio, value $598,709.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 37,710 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $556,978.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 37,835 shares
    Change vs previous 13F -885 shares

    0.01% of the 13F portfolio, value $712,055.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 38,720 shares
    Change vs previous 13F +735 shares

    0.01% of the 13F portfolio, value $732,196.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 37,985 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $694,366.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 37,385 shares
    Change vs previous 13F -1,342 shares

    0.02% of the 13F portfolio, value $718,166.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 38,727 shares
    Change vs previous 13F -650 shares

    0.02% of the 13F portfolio, value $778,026.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 39,377 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $773,365.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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