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Horizon Family Wealth, Inc.: IJK position timeline

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

Horizon Family Wealth, Inc. held 29,064 IJK 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 29,064 shares
    Change vs previous 13F +659 shares

    1.56% of the 13F portfolio, value $3,415,035.

    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 28,405 shares
    Change vs previous 13F +1,519 shares

    1.51% of the 13F portfolio, value $2,858,087.

    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 26,886 shares
    Change vs previous 13F +1,689 shares

    1.39% of the 13F portfolio, value $2,604,708.

    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 25,197 shares
    Change vs previous 13F +1,316 shares

    1.39% of the 13F portfolio, value $2,416,112.

    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 23,881 shares
    Change vs previous 13F +8,046 shares

    1.33% of the 13F portfolio, value $2,172,673.

    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 15,835 shares
    Change vs previous 13F +301 shares

    0.88% of the 13F portfolio, value $1,318,756.

    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 15,534 shares
    Change vs previous 13F +2,582 shares

    0.94% of the 13F portfolio, value $1,412,463.

    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 12,952 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,190,663.

    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).