Skip to content
Disclosery

HORAN Wealth, LLC: CFG position timeline

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

HORAN Wealth, LLC held 81,185 CFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 81,185 shares
    Change vs previous 13F -81,125 shares

    0.71% of the 13F portfolio, value $5,688,673.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 162,310 shares
    Change vs previous 13F +81,875 shares

    0.92% of the 13F portfolio, value $9,714,434.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 80,435 shares
    Change vs previous 13F +1,336 shares

    0.72% of the 13F portfolio, value $4,698,177.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 79,099 shares
    Change vs previous 13F +2,796 shares

    0.66% of the 13F portfolio, value $4,204,925.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 76,303 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,414,557.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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