Future Financial Wealth Managment LLC: HTGC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Future Financial Wealth Managment LLC on HTGC, newest first. How the timeline and the estimate are built.
Future Financial Wealth Managment LLC held 28,175 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 28,175 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $440,657.
13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,175 sharesChange vs previous 13F -2,000 shares
0.28% of the 13F portfolio, value $441,784.
13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,175 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $562,160.
13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,175 sharesChange vs previous 13F -200 shares
0.36% of the 13F portfolio, value $570,609.
13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,375 sharesChange vs previous 13F -175 shares
0.38% of the 13F portfolio, value $555,255.
13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,550 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $586,866.
13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,550 sharesChange vs previous 13F -750 shares
0.45% of the 13F portfolio, value $613,750.
13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,300 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $614,732.
13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).