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Disclosery

LPL Financial LLC: HTGC position timeline

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

LPL Financial LLC held 1,857,272 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 1,857,272 shares
    Change vs previous 13F +61,595 shares

    0.01% of the 13F portfolio, value $29,289,174.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 1,795,677 shares
    Change vs previous 13F -27,728 shares

    0.01% of the 13F portfolio, value $26,522,155.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,823,405 shares
    Change vs previous 13F +29,292 shares

    0.01% of the 13F portfolio, value $34,316,485.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,794,113 shares
    Change vs previous 13F +497,579 shares

    0.01% of the 13F portfolio, value $33,926,683.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,296,534 shares
    Change vs previous 13F +166,172 shares

    0.01% of the 13F portfolio, value $23,700,633.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 1,130,362 shares
    Change vs previous 13F +143,042 shares

    0.01% of the 13F portfolio, value $21,714,243.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 987,320 shares
    Change vs previous 13F +405 shares

    0.01% of the 13F portfolio, value $19,835,262.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 986,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,383,006.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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