HTGC β€” HERCULES CAPITAL INC

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  Β·  17 quarters on record

AI Ownership Summary

ELEVATION POINT WEALTH PARTNERS, LLC reported HERCULES CAPITAL INC (HTGC) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.29% in 2023 Q3. The latest visible filing shows HTGC at 0.23% 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 ELEVATION POINT WEALTH PARTNERS, 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 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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.

HTGC stock page ELEVATION POINT WEALTH PARTNERS, LLC fund profile ELEVATION POINT WEALTH PARTNERS, LLC full holdings
How ELEVATION POINT WEALTH PARTNERS, LLC held HTGC β€” position size vs. price
% of Fund (quarterly)    HTGC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 171,516 +4,326 +2.6% 0.23% $3.2M 2025-11-14 $17.02
2025 Q2 ADDED 167,190 +13,339 +8.7% 0.24% $3.1M 2025-08-13 $18.34
2025 Q1 ADDED 153,851 +6,309 +4.3% 0.25% $3.0M 2025-04-16 $15.45
2024 Q4 ADDED 147,542 +15,467 +11.7% 0.24% $3.0M 2025-01-22 $18.26
2024 Q3 REDUCED 132,075 -10,604 -7.4% 0.25% $2.6M 2024-10-23 $17.06
2024 Q2 ADDED 142,679 +2,589 +1.8% 0.23% $2.9M 2024-08-13 $15.39
2024 Q1 ADDED 140,090 +1,107 +0.8% 0.20% $2.6M 2024-05-15 $15.97
2023 Q4 REDUCED 138,983 -21,960 -13.6% 0.22% $2.3M 2024-02-13 $13.88
2023 Q3 REDUCED 160,943 -3,263 -2.0% 0.29% $2.6M 2023-10-11 $12.55
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HTGC

As of 2025 Q4 β€” sorted by position size

Muzinich & Co., Inc. 3Y 7Y 7.9% Melia Wealth LLC 6.98% Sound Income Strategies, LLC 3Y 7Y 2.42% Left Brain Wealth Management, LLC 3Y 1.93% Gilman Hill Asset Management, LLC 3Y 7Y 1.72% SMH CAPITAL ADVISORS INC 3Y 7Y 1.57% Taylor Frigon Capital Management LLC 3Y 7Y 1.56% SAGE ADVISORS, LLC 1.5% S&T BANK/PA 3Y 7Y 1.18% Creegan & Nassoura Financial Group, LLC 3Y 7Y 0.96%

FAQ About ELEVATION POINT WEALTH PARTNERS, 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 ELEVATION POINT WEALTH PARTNERS, LLC reported owning HTGC?

ELEVATION POINT WEALTH PARTNERS, LLC reported HTGC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported HTGC position in ELEVATION POINT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for HTGC was 0.29% in 2023 Q3.

What is the latest reported HTGC position on this page?

The most recent filing on this page is 2025 Q3, when ELEVATION POINT WEALTH PARTNERS, LLC reported 171,516 shares, equal to 0.23% of portfolio, with an estimated market value of $3.2M.

What does the chart on this HTGC ownership page compare?

The chart compares ELEVATION POINT WEALTH PARTNERS, 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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