Skip to content
Disclosery

Horizon Family Wealth, Inc.: ISTB position timeline

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

Horizon Family Wealth, Inc. held 39,107 ISTB 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 39,107 shares
    Change vs previous 13F +419 shares

    0.86% of the 13F portfolio, value $1,886,922.

    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 38,688 shares
    Change vs previous 13F -522 shares

    0.99% of the 13F portfolio, value $1,874,801.

    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 39,210 shares
    Change vs previous 13F +971 shares

    1.02% of the 13F portfolio, value $1,911,481.

    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 38,239 shares
    Change vs previous 13F +740 shares

    1.07% of the 13F portfolio, value $1,867,571.

    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 37,499 shares
    Change vs previous 13F -515 shares

    1.11% of the 13F portfolio, value $1,824,307.

    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 38,014 shares
    Change vs previous 13F -33 shares

    1.23% of the 13F portfolio, value $1,837,973.

    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 38,047 shares
    Change vs previous 13F +4,642 shares

    1.21% of the 13F portfolio, value $1,817,495.

    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 33,405 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,626,171.

    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).