Position in HTGC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$288,915
-$92,020 QoQ
Shares Held
19,561
-3.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HTGC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RMR Wealth Builders holds $8,540,843 across 10 Asset Management names. HTGC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
31,289 | $3,597,922 | |
| 2 | BLK |
BlackRock, Inc.
|
1,755 | $1,687,801 | |
| 3 | MAIN |
Main Street Capital CORP
|
12,712 | $673,227 | |
| 4 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
65,689 | $670,684 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
34,931 | $580,203 | |
| 6 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
38,176 | $469,564 | |
| 7 | APO |
Apollo Global Management, Inc.
|
2,758 | $307,296 | |
| 8 | HTGC |
Hercules Capital, Inc.
This page
|
19,561 | $288,915 |
All Filings in HTGC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,915 | 19,561 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $380,935 | 20,241 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $379,372 | 20,062 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $359,293 | 19,655 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $369,446 | 19,232 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $383,397 | 19,084 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $367,248 | 18,699 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $347,588 | 16,997 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $303,059 | 16,426 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $265,086 | 15,902 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $254,198 | 15,481 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $217,722 | 14,711 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $184,004 | 14,275 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $183,665 | 13,893 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $155,808 | 13,455 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $176,408 | 13,077 | Shares | Sole | 2022-08-02 | |
| 2021-03-31 | $17,520 | 1,093 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,776 | 678 | Shares | Sole | 2021-02-26 | |
| 2020-06-30 | $6,721 | 642 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||