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NAPA WEALTH MANAGEMENT: HTGC position timeline

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

NAPA WEALTH MANAGEMENT held 111,045 HTGC shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 111,045 shares
    Change vs previous 13F +2,015 shares

    0.98% of the 13F portfolio, value $2,099,853.

    13F-HR 0001172661-25-004716 filed by NAPA 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 ended2025-06-30
    13F 109,030 shares
    Change vs previous 13F -14,580 shares

    0.95% of the 13F portfolio, value $1,993,067.

    13F-HR 0001172661-25-003431 filed by NAPA 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 ended2025-03-31
    13F 123,610 shares
    Change vs previous 13F -585 shares

    1.34% of the 13F portfolio, value $2,374,556.

    13F-HR 0001172661-25-001900 filed by NAPA 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 ended2024-12-31
    13F 124,195 shares
    Change vs previous 13F +3,901 shares

    1.08% of the 13F portfolio, value $2,495,083.

    13F-HR 0001172661-25-001047 filed by NAPA 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 ended2024-09-30
    13F 120,294 shares
    Change vs previous 13F +6,397 shares

    1.12% of the 13F portfolio, value $2,362,575.

    13F-HR 0001172661-24-004513 filed by NAPA 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 ended2024-06-30
    13F 113,897 shares
    Change vs previous 13F +23,577 shares

    1.57% of the 13F portfolio, value $2,329,190.

    13F-HR 0001172661-24-003496 filed by NAPA 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 ended2024-03-31
    13F 90,320 shares
    Change vs previous 13F +2,444 shares

    0.88% of the 13F portfolio, value $1,666,401.

    13F-HR 0001172661-24-003494 filed by NAPA 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 ended2023-12-31
    13F 87,876 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,464,900.

    13F-HR 0001172661-24-001665 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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