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Hercules Technology Growth Capital shares owned by Creative Planning

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Hercules Technology Growth Capital

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All positions including Hercules Technology Growth Capital held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $737k 40k 18.45
2023-12-31 $261k 16k 16.67
2023-09-30 $234k 14k 16.42
2023-06-30 $403k 27k 14.80
2023-03-31 $413k 32k 12.89
2022-12-31 $345k 26k 13.22
2022-09-30 $303k 26k 11.59
2022-06-30 $453k 34k 13.49
2022-03-31 $501k 28k 18.07
2021-12-31 $474k 29k 16.59
2021-09-30 $357k 22k 16.62
2021-06-30 $385k 23k 17.07
2021-03-31 $457k 29k 16.04
2020-12-31 $354k 25k 14.43
2020-09-30 $354k 31k 11.58
2020-06-30 $251k 24k 10.47
2020-03-31 $182k 24k 7.66
2019-12-31 $344k 25k 14.04
2019-09-30 $296k 22k 13.39
2019-06-30 $364k 28k 12.80
2019-03-31 $236k 19k 12.67
2018-12-31 $213k 19k 11.03
2018-09-30 $217k 17k 13.15
2018-06-30 $212k 17k 12.66
2018-03-31 $195k 16k 12.07
2017-12-31 $356k 27k 13.14
2017-09-30 $303k 24k 12.92
2017-06-30 $400k 30k 13.23
2017-03-31 $392k 26k 15.11
2016-12-31 $400k 28k 14.11
2016-09-30 $337k 25k 13.54
2016-06-30 $97k 7.8k 12.42
2016-03-31 $62k 5.2k 11.93
2015-12-31 $135k 11k 12.17
2015-09-30 $71k 7.0k 10.17
2015-03-31 $91k 6.8k 13.43
2014-12-31 $117k 7.8k 14.93
2014-09-30 $293k 20k 14.45
2014-06-30 $322k 20k 16.15
2014-03-31 $278k 20k 14.08
2013-12-31 $289k 18k 16.41
2013-09-30 $103k 6.8k 15.20
2013-06-30 $97k 7.0k 13.90
2012-12-31 $54k 4.9k 11.07
2012-09-30 $47k 4.3k 10.92
2012-06-30 $79k 7.0k 11.31

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Hercules Technology Growth Capital

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
Legal & General Group
Morgan Stanley
Hudson Bay Capital Management
Advisors Capital Management
LPL Financial
Two Sigma Advisers
Raymond James & Associates
Royal Bank of Canada
Citadel Advisors
Melia Wealth
BlackRock
Two Sigma Investments

View all funds holding Hercules Technology Growth Capital