Position in HTGC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$729,677
-$232,145 QoQ
Shares Held
46,270
-28.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#124
of 332 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTGC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CMH Wealth Management LLC holds $14,081,304 across 3 Asset Management names. HTGC ranks #3 (5.2% of the industry book) .
All Filings in HTGC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,677 | 46,270 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $961,822 | 65,120 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||