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Disclosery

Sigma Planning Corp: HTGC position timeline

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

Sigma Planning Corp held 50,369 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 50,369 shares
    Change vs previous 13F -1,700 shares

    0.02% of the 13F portfolio, value $794,321.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 52,069 shares
    Change vs previous 13F -7,283 shares

    0.02% of the 13F portfolio, value $769,053.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 59,352 shares
    Change vs previous 13F +6,937 shares

    0.03% of the 13F portfolio, value $1,117,001.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 52,415 shares
    Change vs previous 13F +2,624 shares

    0.03% of the 13F portfolio, value $991,166.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 49,791 shares
    Change vs previous 13F +2,980 shares

    0.03% of the 13F portfolio, value $910,182.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 46,811 shares
    Change vs previous 13F -792 shares

    0.03% of the 13F portfolio, value $899,230.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 47,603 shares
    Change vs previous 13F +3,898 shares

    0.03% of the 13F portfolio, value $956,336.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 43,705 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $858,372.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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