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Kestra Advisory Services, LLC: HTGC position timeline

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

Kestra Advisory Services, LLC held 87,610 HTGC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,610 shares
    Change vs previous 13F +11,746 shares

    <0.01% of the 13F portfolio, value $1,381,610.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,133 shares
    • Kestra Advisory Services, LLC: 74,477 shares

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

  2. period ended2026-03-31
    13F 75,864 shares
    Change vs previous 13F -89,865 shares

    <0.01% of the 13F portfolio, value $1,120,522.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,034 shares
    • Kestra Advisory Services, LLC: 62,830 shares

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

  3. period ended2025-12-31
    13F 165,729 shares
    Change vs previous 13F -19,341 shares

    0.01% of the 13F portfolio, value $3,119,023.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 97,735 shares
    • Kestra Advisory Services, LLC: 67,994 shares

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

  4. period ended2025-09-30
    13F 185,070 shares
    Change vs previous 13F +43,123 shares

    0.01% of the 13F portfolio, value $3,499,660.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 101,544 shares
    • Kestra Advisory Services, LLC: 83,526 shares

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

  5. period ended2025-06-30
    13F 141,947 shares
    Change vs previous 13F +18,077 shares

    0.01% of the 13F portfolio, value $2,594,795.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 103,832 shares
    • Kestra Advisory Services, LLC: 38,115 shares

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

  6. period ended2025-03-31
    13F 123,870 shares
    Change vs previous 13F +10,458 shares

    0.01% of the 13F portfolio, value $2,379,543.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 90,876 shares
    • Kestra Advisory Services, LLC: 32,994 shares

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

  7. period ended2024-12-31
    13F 113,412 shares
    Change vs previous 13F +12,894 shares

    0.01% of the 13F portfolio, value $2,278,447.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 82,936 shares
    • Kestra Advisory Services, LLC: 30,476 shares

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

  8. period ended2024-09-30
    13F 100,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,974,168.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 76,854 shares
    • Kestra Advisory Services, LLC: 23,664 shares

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