EverSource Wealth Advisors, LLC
Position in HRZN — Horizon Technology Finance Corp
CIK 1710537
BIRMINGHAM, AL
Position in HRZN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in HRZN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,983,385 across 134 Asset Management names. HRZN ranks #134 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
260,401 | $29,013,874 | |
| 2 | KKR |
KKR & Co. Inc.
|
115,809 | $10,712,330 | |
| 3 | BX |
Blackstone Inc.
|
62,997 | $7,244,019 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
137,018 | $3,341,869 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,133 | $1,390,226 | |
| 7 | BLK |
BlackRock, Inc.
|
1,326 | $1,275,221 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,308 | $1,025,670 |
All Filings in HRZN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $0 | 0 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,752 | 943 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,759 | 661 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||