Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Hercules Technology Growth Capital shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Hercules Technology Growth Capital

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All positions including Hercules Technology Growth Capital held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 14k 18.82
2018-12-31 $194k 18k 11.05

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Hercules Technology Growth Capital

Van Eck Associates Corp.
Sound Income Strategies
Two Sigma Advisers
LPL Financial
UBS Group
Two Sigma Investments
Millennium Management
BlackRock
Muzinich & Co
Citadel Advisors
Legal & General Group
Qube Research & Technologies
Sumitomo Mitsui Trust Holdings
Franklin Resources
Advisors Capital Management

View all funds holding Hercules Technology Growth Capital