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Disclosery

Naviter Wealth, LLC: HTGC position timeline

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

Naviter Wealth, LLC held 217,666 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 217,666 shares
    Change vs previous 13F +7,221 shares

    0.31% of the 13F portfolio, value $3,432,589.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 210,445 shares
    Change vs previous 13F +16,482 shares

    0.39% of the 13F portfolio, value $3,108,279.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 193,963 shares
    Change vs previous 13F -15,042 shares

    0.48% of the 13F portfolio, value $3,650,387.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 209,005 shares
    Change vs previous 13F +5,314 shares

    0.46% of the 13F portfolio, value $3,952,275.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 203,691 shares
    Change vs previous 13F +19,237 shares

    0.46% of the 13F portfolio, value $3,723,477.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 184,454 shares
    Change vs previous 13F +26,367 shares

    0.43% of the 13F portfolio, value $3,552,584.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 158,087 shares
    Change vs previous 13F +20,156 shares

    0.38% of the 13F portfolio, value $3,175,968.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 137,931 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,708,965.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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