BigSur Wealth Management LLC

Position in HTGC — Hercules Capital, Inc.

CIK 1659171 MIAMI, FL

Position in HTGC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$417,905

-$17,810 QoQ

Shares Held

26,500

-10.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#168

of 332 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BigSur Wealth Management LLC holds $8,114,755 across 4 Asset Management names. HTGC ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	45,905	$5,401,641
2	BXSL	Blackstone Secured Lending Fund	90,148	$2,137,409
3	HTGC	Hercules Capital, Inc. This page	26,500	$417,905
4	DBRG	DigitalBridge Group, Inc.	10,000	$157,800

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,905	26,500	-10.2%	Shares	Sole	2026-07-14
2026-03-31	$435,715	29,500	0.0%	Shares	Sole	2026-04-22
2025-12-31	$555,190	29,500	0.0%	Shares	Sole	2026-01-27
2025-09-30	$557,845	29,500	-23.4%	Shares	Sole	2025-10-14
2025-06-30	$703,780	38,500	-2.5%	Shares	Sole	2025-07-15
2025-03-31	$758,795	39,500	+61.2%	Shares	Sole	2025-04-16
2024-12-31	$492,205	24,500	-3.2%	Shares	Sole	2025-01-16
2024-09-30	$497,186	25,315	-31.6%	Shares	Sole	2024-10-16
2024-06-30	$756,650	37,000	+24.6%	Shares	Sole	2024-07-22
2024-03-31	$547,965	29,700	+147.5%	Shares	Sole	2024-05-22
2023-12-31	$200,040	12,000	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.