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Disclosery

Triad Investment Management: HTGC position timeline

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

Triad Investment Management held 131,661 HTGC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,661 shares
    Change vs previous 13F +6,652 shares

    2.93% of the 13F portfolio, value $2,213,228.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,009 shares
    Change vs previous 13F +20,446 shares

    2.17% of the 13F portfolio, value $1,971,398.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 104,563 shares
    Change vs previous 13F +500 shares

    1.82% of the 13F portfolio, value $1,544,401.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 104,063 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,958,473.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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