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Horizon Technology Fin shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Horizon Technology Fin (HRZN) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Horizon Technology Fin

Tip: Access up to 7 years of quarterly data

All positions including Horizon Technology Fin held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Technology Fin by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $809 171 4.73

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Horizon Technology Fin

Green Alpha Advisors
Caprock
Eagle Point Credit Management
Legal & General Group
Connecticut Wealth Management
BlackRock
Marshall Wace
Two Sigma Investments
UBS Group
Virtus Investment Advisers
LaFleur & Godfrey
Commonwealth Equity Services
Millennium Management
First Financial Bank, N.A. - Trust Division
IMC-Chicago

View all funds holding Horizon Technology Fin