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Horizon Family Wealth, Inc.: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Family Wealth, Inc. on BILS, newest first. How the timeline and the estimate are built.

Horizon Family Wealth, Inc. held 210,314 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,314 shares
    Change vs previous 13F +35,785 shares

    9.54% of the 13F portfolio, value $20,900,988.

    13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, Inc.
    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 174,529 shares
    Change vs previous 13F +28,603 shares

    9.17% of the 13F portfolio, value $17,355,122.

    13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, Inc.
    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 145,926 shares
    Change vs previous 13F +21,776 shares

    7.71% of the 13F portfolio, value $14,478,764.

    13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, Inc.
    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 124,150 shares
    Change vs previous 13F +2,519 shares

    7.1% of the 13F portfolio, value $12,355,367.

    13F-HR 0001910660-25-000006 filed by Horizon Family Wealth, Inc.
    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 121,631 shares
    Change vs previous 13F +4,945 shares

    7.38% of the 13F portfolio, value $12,093,762.

    13F-HR 0001910660-25-000003 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 116,686 shares
    Change vs previous 13F +24,206 shares

    7.74% of the 13F portfolio, value $11,609,119.

    13F-HR 0001910660-25-000002 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 92,480 shares
    Change vs previous 13F +8,846 shares

    6.09% of the 13F portfolio, value $9,169,413.

    13F-HR 0001910660-25-000001 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 83,634 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $8,328,270.

    13F-HR 0001910660-24-000005 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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