HTGC β€” HERCULES CAPITAL INC

Ownership history in Roble, Belko & Company, Inc  Β·  3 quarters on record

AI Ownership Summary

Roble, Belko & Company, Inc reported HERCULES CAPITAL INC (HTGC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows HTGC at 0.00% 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.

What this HTGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roble, Belko & Company, Inc'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Roble, Belko & Company, Inc held HTGC β€” position size vs. price
% of Fund (quarterly)    HTGC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 56 +1 +1.8% 0.00% $1K 2025-10-24 $16.62
2025 Q2 ADDED 55 +1 +1.9% 0.00% $1K 2025-08-04 $17.82
2025 Q1 INITIATED 54 β€” β€” 0.00% $1K 2025-05-08 $15.77

FAQ About Roble, Belko & Company, Inc and HTGC

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

How long has Roble, Belko & Company, Inc reported owning HTGC?

Roble, Belko & Company, Inc reported HTGC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HTGC position in Roble, Belko & Company, Inc's portfolio?

The largest reported portfolio weight for HTGC was 0.00% in 2025 Q1.

What is the latest reported HTGC position on this page?

The most recent filing on this page is 2025 Q3, when Roble, Belko & Company, Inc reported 56 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this HTGC ownership page compare?

The chart compares Roble, Belko & Company, Inc'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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