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Connecticut Wealth Management, LLC: HRZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Connecticut Wealth Management, LLC on HRZN, newest first. How the timeline and the estimate are built.

Connecticut Wealth Management, LLC held 215,519 HRZN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 215,519 shares
    Change vs previous 13F +1,010 shares

    0.04% of the 13F portfolio, value $989,234.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 214,509 shares
    Change vs previous 13F +698 shares

    0.04% of the 13F portfolio, value $1,014,628.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 213,811 shares
    Change vs previous 13F +969 shares

    0.04% of the 13F portfolio, value $900,143.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 212,842 shares
    Change vs previous 13F +811 shares

    0.06% of the 13F portfolio, value $1,372,832.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 212,031 shares
    Change vs previous 13F +673 shares

    0.06% of the 13F portfolio, value $1,293,389.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 211,358 shares
    Change vs previous 13F +610 shares

    0.07% of the 13F portfolio, value $1,521,774.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 210,748 shares
    Change vs previous 13F +324 shares

    0.1% of the 13F portfolio, value $1,985,250.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 210,424 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,891,712.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).