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Disclosery

Sowell Financial Services LLC: HTGC position timeline

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

Sowell Financial Services LLC held 12,616 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,616 shares
    Change vs previous 13F -6,277 shares

    0.01% of the 13F portfolio, value $198,950.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 18,893 shares
    Change vs previous 13F -832 shares

    0.01% of the 13F portfolio, value $279,049.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 19,725 shares
    Change vs previous 13F +3,603 shares

    0.01% of the 13F portfolio, value $371,220.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 16,122 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $304,864.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 16,113 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $294,546.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 16,313 shares
    Change vs previous 13F -12,445 shares

    0.01% of the 13F portfolio, value $313,370.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 28,758 shares
    Change vs previous 13F +1,326 shares

    0.03% of the 13F portfolio, value $577,757.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 27,432 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $539,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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