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Disclosery

HORAN Wealth, LLC: IBDR position timeline

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

HORAN Wealth, LLC held 32,266 IBDR 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 32,266 shares
    Change vs previous 13F -1,842 shares

    0.1% of the 13F portfolio, value $781,817.

    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 34,108 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $826,448.

    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 34,108 shares
    Change vs previous 13F -5,993 shares

    0.13% of the 13F portfolio, value $826,448.

    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 40,101 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $974,453.

    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).