Skip to main content

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

HTGC holding history

Hercules Capital, Inc. in every 13F filed by Atticus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTGC overviewAll 13F holders of HTGCFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of HTGC by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,081−100.0%Sold outHolders
Q4 20221,081$14.3K<0.1%00.0%UnchangedHolders
Q3 20221,081$15.0K<0.1%00.0%UnchangedHolders
Q2 20221,081$15.0K<0.1%00.0%UnchangedHolders
Q1 20221,081$20.0K<0.1%00.0%UnchangedHolders
Q4 20211,081$18.0K<0.1%00.0%UnchangedHolders
Q3 20211,081$18.0K<0.1%−1,345−55.4%ReducedHolders
Q2 20212,426$41.0K<0.1%+21+0.9%AddedHolders
Q1 20212,405$39.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.