CIBC Private Wealth Group, LLC
Holdings in HTGC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,094,214 | 111,276 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,104,229 | 111,276 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $2,034,125 | 111,276 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,189,978 | 114,002 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $2,303,881 | 114,678 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $2,248,603 | 114,491 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $2,314,960 | 113,201 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $2,130,882 | 115,495 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,908,631 | 114,495 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $1,880,007 | 114,495 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $1,450,548 | 98,010 | Shares | Defined | 2023-11-21 |
| 2023-03-31 | $1,263,348 | 98,010 | Shares | Defined | 2023-11-21 |
| 2022-12-31 | $1,295,692 | 98,010 | Shares | Defined | 2023-06-01 |
| 2022-09-30 | $1,134,955 | 98,010 | Shares | Defined | 2022-11-15 |
| 2022-06-30 | $1,322,154 | 98,010 | Shares | Defined | 2022-08-03 |
| 2022-03-31 | $1,771,040 | 98,010 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $1,625,985 | 98,010 | Shares | Other | 2022-04-04 |
| 2021-06-30 | $1,634,348 | 95,800 | Shares | Other | 2021-08-16 |
| 2021-03-31 | $1,535,674 | 95,800 | Shares | Other | 2021-05-12 |