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Steward Partners Investment Advisory, LLC: HTGC position timeline

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

Steward Partners Investment Advisory, LLC held 69,304 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,304 shares
    Change vs previous 13F -12,718 shares

    0.01% of the 13F portfolio, value $1,092,916.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 82,022 shares
    Change vs previous 13F -27,875 shares

    0.01% of the 13F portfolio, value $1,211,453.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 109,897 shares
    Change vs previous 13F -2,059 shares

    0.01% of the 13F portfolio, value $2,068,268.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 111,956 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $2,117,086.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 112,158 shares
    Change vs previous 13F -4,356 shares

    0.02% of the 13F portfolio, value $2,050,244.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 116,514 shares
    Change vs previous 13F +22,392 shares

    0.02% of the 13F portfolio, value $2,238,234.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 94,122 shares
    Change vs previous 13F +11,279 shares

    0.02% of the 13F portfolio, value $1,890,898.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 82,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,627,029.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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