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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

HTGC holding history

Hercules Capital, Inc. in every 13F filed by Arkadios Wealth Advisors, 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 (Q2 2026)
37,871
Value
$597.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HTGC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,871$597.2K<0.1%−26,846−41.5%ReducedHolders
Q1 202664,717$955.9K<0.1%+6,144+10.5%AddedHolders
Q4 202558,573$1.10M<0.1%−606−1.0%ReducedHolders
Q3 202559,179$1.12M<0.1%+1,549+2.7%AddedHolders
Q2 202557,630$1.05M<0.1%+51+0.1%AddedHolders
Q1 202557,579$1.11M<0.1%+2,006+3.6%AddedHolders
Q4 202455,573$1.12M0.1%−229−0.4%ReducedHolders
Q3 202455,802$1.10M0.1%+900+1.6%AddedHolders
Q2 202454,902$1.12M0.1%00.0%UnchangedHolders
Q1 202454,902$1.01M0.1%+161+0.3%AddedHolders
Q4 202354,741$912.5K0.1%+3,000+5.8%AddedHolders
Q3 202351,741$849.6K0.1%+1,725+3.4%AddedHolders
Q2 202350,016$740.2K0.1%−860−1.7%ReducedHolders
Q1 202350,876$655.8K0.1%−1,400−2.7%ReducedHolders
Q4 202252,276$691.1K0.1%+28,017+115.5%AddedHolders
Q3 202224,259$281.0K<0.1%−1,621−6.3%ReducedHolders
Q2 202225,880$349.0K0.1%−9,114−26.0%ReducedHolders
Q1 202234,994$632.0K0.1%−13,138−27.3%ReducedHolders
Q4 202148,132$799.0K0.1%−20,811−30.2%ReducedHolders
Q3 202168,943$1.15M0.2%+2,988+4.5%AddedHolders
Q2 202165,955$1.13M0.1%+28,960+78.3%AddedHolders
Q1 202136,995$593.0K0.1%––Holders

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