TPVG TRIPLEPOINT VENTURE GROWTH BDC ORD

Ownership history in Kovack Advisors, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in TRIPLEPOINT VENTURE GROWTH BDC ORD (TPVG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2023 Q1)
Avg. % of fund
0.04%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,383 +6,864 +13.1% 0.03% $374K $6.25
2025 Q3 ADDED 52,519 +2,200 +4.4% 0.03% $303K $5.31
2025 Q2 ADDED 50,319 +4,800 +10.5% 0.03% $353K $6.22
2025 Q1 ADDED 45,519 +700 +1.6% 0.03% $318K $5.93
2024 Q4 ADDED 44,819 +7,719 +20.8% 0.03% $331K $6.02
2024 Q3 ADDED 37,100 +2,700 +7.8% 0.03% $262K $5.54
2024 Q2 ADDED 34,400 +1,500 +4.6% 0.03% $276K $6.05
2024 Q1 REDUCED 32,900 -188 -0.6% 0.04% $312K $6.84
2023 Q4 REDUCED 33,088 -21,221 -39.1% 0.04% $359K $7.52
2023 Q3 ADDED 54,309 +3,630 +7.2% 0.08% $568K $6.98
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TPVG price (monthly, adj. close)
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