IAM Advisory, LLC

SEC CIK: 0001825292
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

HTGC holding history

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

HTGC overview All 13F holders of HTGC Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of HTGC by IAM Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−15,765−100.0%	Sold out	Holders
Q2 2024	15,765	$322.4K	0.1%	+79+0.5%	Added	Holders
Q1 2024	15,686	$289.4K	0.1%	+3,913+33.2%	Added	Holders
Q4 2023	11,773	$196.3K	0.1%	+11,773	New	Holders