Hartford Capital Apprec-AITHAX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$43.98avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Hartford Capital Apprec-A (ITHAX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($223K).
- Company
- Hartford Capital Apprec-A
- CUSIP
- 416645406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 330 shares bought, net +330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.02% | Add +7.0% | 5,079 | $223K |
"% of holder's portfolio" is ITHAX's weight in each manager's 13F, not the share of Hartford Capital Apprec-A the manager owns.