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Horizon Family Wealth, Inc.: GSIE position timeline

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

Horizon Family Wealth, Inc. held 320,611 GSIE 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 320,611 shares
    Change vs previous 13F +3,403 shares

    6.69% of the 13F portfolio, value $14,651,907.

    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 317,208 shares
    Change vs previous 13F -22,924 shares

    7.23% of the 13F portfolio, value $13,681,194.

    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 340,132 shares
    Change vs previous 13F -617 shares

    7.78% of the 13F portfolio, value $14,605,272.

    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 340,749 shares
    Change vs previous 13F -68,826 shares

    8.05% of the 13F portfolio, value $14,008,191.

    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 409,575 shares
    Change vs previous 13F +13,478 shares

    9.91% of the 13F portfolio, value $16,243,754.

    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 396,097 shares
    Change vs previous 13F +25,557 shares

    9.41% of the 13F portfolio, value $14,120,862.

    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 370,540 shares
    Change vs previous 13F +10,681 shares

    8.21% of the 13F portfolio, value $12,353,807.

    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 359,859 shares
    Change vs previous 13F not available

    9.29% of the 13F portfolio, value $13,016,084.

    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).