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IFP Advisors, Inc: HTGC position timeline

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

IFP Advisors, Inc held 10,182 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,182 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $160,570.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 9,741 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $143,875.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 9,138 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $171,977.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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 9,041 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $170,965.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 9,216 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $168,467.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 9,624 shares
    Change vs previous 13F -1,319 shares

    0.01% of the 13F portfolio, value $184,883.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 10,943 shares
    Change vs previous 13F +974 shares

    0.01% of the 13F portfolio, value $219,852.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 9,969 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,788.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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