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Disclosery

Secure Asset Management, LLC: HTGC position timeline

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

Secure Asset Management, LLC held 77,837 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,837 shares
    Change vs previous 13F +12,298 shares

    0.17% of the 13F portfolio, value $1,227,492.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, 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 65,539 shares
    Change vs previous 13F +17,022 shares

    0.15% of the 13F portfolio, value $968,018.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, 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 48,517 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $913,090.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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