Hartford Capital Apprec-AITHAX
13F holders, Q4 2024 (December 31)1holders
1new positions
0sold out
$42.62avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Hartford Capital Apprec-A (ITHAX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($202K).
- Company
- Hartford Capital Apprec-A
- CUSIP
- 416645406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $202K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q4 2024: 4,749 shares bought, net +4,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.03% | New | 4,749 | $202K |
"% of holder's portfolio" is ITHAX's weight in each manager's 13F, not the share of Hartford Capital Apprec-A the manager owns.