Naviter Wealth, LLC

Position in HTGC — Hercules Capital, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in HTGC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,432,592

+$324,320 QoQ

Shares Held

217,666

+3.4% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#43

of 332 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Naviter Wealth, LLC holds $60,931,389 across 23 Asset Management names. HTGC ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	712,665	$13,205,682
2	MAIN	Main Street Capital CORP	100,862	$5,232,720
3	CSWC	Capital Southwest Corp	167,732	$3,986,989
4	BXSL	Blackstone Secured Lending Fund	160,290	$3,800,475
5	OBDC	Blue Owl Capital Corp	344,956	$3,749,671
6	GBDC	GOLUB CAPITAL BDC, Inc.	267,898	$3,450,526
7	HTGC	Hercules Capital, Inc. This page	217,666	$3,432,592
8	TRIN	Trinity Capital Inc.	161,870	$2,895,854

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,432,592	217,666	+3.4%	Shares	Sole	2026-08-07
2026-03-31	$3,108,272	210,445	+8.5%	Shares	Sole	2026-04-10
2025-12-31	$3,650,383	193,963	-7.2%	Shares	Sole	2026-01-21
2025-09-30	$3,952,284	209,005	+2.6%	Shares	Sole	2025-11-06
2025-06-30	$3,723,471	203,691	+10.4%	Shares	Sole	2025-07-28
2025-03-31	$3,543,361	184,454	+16.7%	Shares	Sole	2025-04-25
2024-12-31	$3,175,967	158,087	+14.6%	Shares	Sole	2025-02-07
2024-09-30	$2,708,964	137,931	+8.1%	Shares	Sole	2024-10-16
2024-06-30	$2,608,377	127,549	+38.4%	Shares	Sole	2024-08-02
2024-03-31	$1,700,794	92,184	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.