Skip to content
Disclosery

Horizon Family Wealth, Inc.: IMCG position timeline

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

Horizon Family Wealth, Inc. held 40,541 IMCG 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 40,541 shares
    Change vs previous 13F -93 shares

    1.82% of the 13F portfolio, value $3,985,155.

    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 40,634 shares
    Change vs previous 13F +13,231 shares

    1.69% of the 13F portfolio, value $3,200,706.

    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 27,403 shares
    Change vs previous 13F +23,551 shares

    1.17% of the 13F portfolio, value $2,187,894.

    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 3,852 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $318,686.

    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 3,845 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $308,456.

    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 3,838 shares
    Change vs previous 13F -1,063 shares

    0.18% of the 13F portfolio, value $274,146.

    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 4,901 shares
    Change vs previous 13F +1,077 shares

    0.25% of the 13F portfolio, value $370,210.

    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 3,824 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $279,014.

    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).