Abound Wealth Management

SEC CIK: 0001950323
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

HTGC holding history

Hercules Capital, Inc. in every 13F filed by Abound Wealth Management, 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 (Q2 2026): 1,300
Value: $20.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2023

Holdings of HTGC by Abound Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,300	$20.5K	<0.1%	+1,300	New	Holders
Q1 2024	0	$0	0.0%	−90−100.0%	Sold out	Holders
Q4 2023	90	$1.50K	<0.1%	+90	New	Holders