Position in HTGC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,490,219
-$144,919 QoQ
Shares Held
100,895
+16.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1.4401110064918974.ToString("F0")%
Shared 0.ToString("F0")%
None 98.55988899350811.ToString("F0")%
Common Shares in HTGC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $62,312,970 across 66 Asset Management names. HTGC ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in HTGC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,490,219 | 100,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,635,138 | 86,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,589,896 | 84,077 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,476,969 | 80,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,338,341 | 69,669 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,353,302 | 67,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,215,225 | 61,875 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,208,349 | 59,088 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $965,488 | 52,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $764,886 | 45,884 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $735,156 | 44,772 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,213 | 25,082 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $281,633 | 21,849 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $265,232 | 20,063 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $217,692 | 18,799 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $232,837 | 17,260 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $217,490 | 12,036 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $167,691 | 10,108 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||