Naviter Wealth, LLC

Position in HTGC — Hercules Capital, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in HTGC

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$3,108,272

-$542,111 QoQ

Shares Held

210,445

+8.5% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 95.39927296918435.ToString("F0")% Shared 0.ToString("F0")% None 4.600727030815652.ToString("F0")%

Financial Services · as of Mar 31, 2026

Naviter Wealth, LLC holds $53,542,799 across 23 Asset Management names. HTGC ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	708,827	$12,773,062
2	MAIN	Main Street Capital CORP	84,990	$4,501,070
3	OBDC	Blue Owl Capital Corp	305,714	$3,381,196
4	GBDC	GOLUB CAPITAL BDC, Inc.	255,997	$3,240,922
5	BXSL	Blackstone Secured Lending Fund	136,408	$3,231,505
6	HTGC	Hercules Capital, Inc. This page	210,445	$3,108,272
7	TSLX	Sixth Street Specialty Lending, Inc.	160,106	$2,942,748
8	CSWC	Capital Southwest Corp	124,570	$2,755,488

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.