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Horizon Family Wealth, Inc.: IVW position timeline

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

Horizon Family Wealth, Inc. held 96,677 IVW 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 96,677 shares
    Change vs previous 13F -1,351 shares

    6.07% of the 13F portfolio, value $13,295,973.

    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 98,028 shares
    Change vs previous 13F -988 shares

    5.86% of the 13F portfolio, value $11,087,934.

    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 99,016 shares
    Change vs previous 13F -2,565 shares

    6.5% of the 13F portfolio, value $12,204,751.

    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 101,581 shares
    Change vs previous 13F +522 shares

    7.05% of the 13F portfolio, value $12,262,881.

    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 101,059 shares
    Change vs previous 13F +3,190 shares

    6.79% of the 13F portfolio, value $11,126,579.

    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 97,869 shares
    Change vs previous 13F +2,287 shares

    6.06% of the 13F portfolio, value $9,085,173.

    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 95,582 shares
    Change vs previous 13F +1,719 shares

    6.45% of the 13F portfolio, value $9,704,392.

    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 93,863 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $8,987,412.

    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).