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Disclosery

Focus Partners Wealth: HTGC position timeline

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

Focus Partners Wealth held 33,189 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,189 shares
    Change vs previous 13F -10,128 shares

    <0.01% of the 13F portfolio, value $523,387.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 43,317 shares
    Change vs previous 13F -1,880 shares

    <0.01% of the 13F portfolio, value $639,803.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 45,197 shares
    Change vs previous 13F +26,361 shares

    <0.01% of the 13F portfolio, value $850,606.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 18,836 shares
    Change vs previous 13F +6,029 shares

    <0.01% of the 13F portfolio, value $356,196.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 12,807 shares
    Change vs previous 13F -2,940 shares

    <0.01% of the 13F portfolio, value $234,105.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 15,747 shares
    Change vs previous 13F +3,250 shares

    <0.01% of the 13F portfolio, value $302,495.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 12,497 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,060.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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