JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in HRZN — Horizon Technology Finance Corp
CIK 1903880
MONTGOMERY, AL
Position in HRZN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$139,005
-$81,352 QoQ
Shares Held
33,018
-3.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRZN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,166,450 across 7 Asset Management names. HRZN ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,208 | $536,834 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
|
33,356 | $376,922 | |
| 3 | IVZ |
Invesco Ltd.
|
12,661 | $307,534 | |
| 4 | NTRS |
Northern Trust Corp
|
2,172 | $303,145 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
5,692 | $292,397 | |
| 6 | BLK |
BlackRock, Inc.
|
219 | $210,613 | |
| 7 | HRZN |
Horizon Technology Finance Corp
This page
|
33,018 | $139,005 |
All Filings in HRZN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,005 | 33,018 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $220,357 | 34,164 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $210,931 | 34,579 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $256,658 | 35,647 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $339,958 | 36,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $331,038 | 36,823 | Shares | Other | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||