Connecticut Wealth Management, LLC
Holdings in HRZN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,372,830 | 212,842 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,293,389 | 212,031 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,521,777 | 211,358 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,985,246 | 210,748 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,891,711 | 210,424 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $2,241,015 | 210,424 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $2,533,504 | 210,424 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $2,392,520 | 210,424 | Shares | Sole | 2024-05-01 |