HTGC HERCULES CAPITAL INC

Ownership history in Diligent Investors, LLC  ·  19 quarters on record

AI Ownership Summary

Diligent Investors, LLC reported HERCULES CAPITAL INC (HTGC) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows HTGC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diligent Investors, LLC's position in HERCULES CAPITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HTGC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Diligent Investors, LLC held HTGC — position size vs. price
% of Fund (quarterly)    HTGC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 24,525 -3,480 -12.4% 0.12% $464K 2025-11-14 $17.02
2025 Q2 ADDED 28,005 +3,522 +14.4% 0.12% $512K 2025-07-22 $17.73
2025 Q1 ADDED 24,483 +20 +0.1% 0.11% $470K 2025-04-10 $15.09
2024 Q4 ADDED 24,463 +21 +0.1% 0.11% $491K 2025-02-14 $18.64
2024 Q3 ADDED 24,442 +20 +0.1% 0.11% $480K 2024-11-01 $16.52
2024 Q2 REDUCED 24,422 -8,782 -26.4% 0.12% $499K 2024-07-15 $17.89
2024 Q1 REDUCED 33,204 -1,123 -3.3% 0.15% $613K 2024-05-06 $16.07
2023 Q4 ADDED 34,327 +22 +0.1% 0.16% $572K 2024-01-10 $13.88
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Diligent Investors, LLC and HTGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Diligent Investors, LLC reported owning HTGC?

Diligent Investors, LLC reported HTGC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HTGC position in Diligent Investors, LLC's portfolio?

The largest reported portfolio weight for HTGC was 0.16% in 2023 Q4.

What is the latest reported HTGC position on this page?

The most recent filing on this page is 2025 Q3, when Diligent Investors, LLC reported 24,525 shares, equal to 0.12% of portfolio, with an estimated market value of $464K.

What does the chart on this HTGC ownership page compare?

The chart compares Diligent Investors, LLC's quarterly HTGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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