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NAPLES GLOBAL ADVISORS, LLC: HTGC position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 82,584 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,584 shares
    Change vs previous 13F +2,685 shares

    0.08% of the 13F portfolio, value $1,302,352.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, 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 79,899 shares
    Change vs previous 13F +8,330 shares

    0.09% of the 13F portfolio, value $1,180,111.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL ADVISORS, 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 71,569 shares
    Change vs previous 13F +120 shares

    0.1% of the 13F portfolio, value $1,346,931.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL ADVISORS, 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 71,449 shares
    Change vs previous 13F +1,525 shares

    0.11% of the 13F portfolio, value $1,351,103.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL ADVISORS, 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 69,924 shares
    Change vs previous 13F +5,850 shares

    0.11% of the 13F portfolio, value $1,278,213.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, 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 64,074 shares
    Change vs previous 13F +1,815 shares

    0.12% of the 13F portfolio, value $1,230,864.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, 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 62,259 shares
    Change vs previous 13F +600 shares

    0.12% of the 13F portfolio, value $1,250,786.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, 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 61,659 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,210,986.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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