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Disclosery

PFG Investments, LLC: HTGC position timeline

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

PFG Investments, LLC held 111,649 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 111,649 shares
    Change vs previous 13F -2,027 shares

    0.07% of the 13F portfolio, value $1,760,701.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 113,676 shares
    Change vs previous 13F +2,565 shares

    0.08% of the 13F portfolio, value $1,678,995.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 111,111 shares
    Change vs previous 13F -1,072 shares

    0.1% of the 13F portfolio, value $2,091,103.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 112,183 shares
    Change vs previous 13F +2,351 shares

    0.11% of the 13F portfolio, value $2,121,372.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 109,832 shares
    Change vs previous 13F -2,230 shares

    0.12% of the 13F portfolio, value $2,007,733.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 112,062 shares
    Change vs previous 13F -464 shares

    0.14% of the 13F portfolio, value $2,152,708.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 112,526 shares
    Change vs previous 13F +1,672 shares

    0.14% of the 13F portfolio, value $2,260,640.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 110,854 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,177,180.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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