LifeWealth Investments, LLC

Position in HRZN — Horizon Technology Finance Corp

CIK 2033794 WINTER GARDEN, FL

Position in HRZN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$79,974

New position

Shares Held

16,908

first reported quarter

Ownership

0.025%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3

of 10 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

LifeWealth Investments, LLC holds $6,828,785 across 4 Asset Management names. HRZN ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	362,648	$6,056,221
2	CHY	Calamos Convertible & High Income Fund	34,993	$476,604
3	PSLV	Sprott Physical Silver Trust	11,446	$215,986
4	HRZN	Horizon Technology Finance Corp This page	16,908	$79,974

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,974	16,908	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.