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Horizon Family Wealth, Inc.: KRE position timeline

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

Horizon Family Wealth, Inc. held 10,227 KRE 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 10,227 shares
    Change vs previous 13F -7 shares

    0.35% of the 13F portfolio, value $765,500.

    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 10,234 shares
    Change vs previous 13F -150 shares

    0.35% of the 13F portfolio, value $666,714.

    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 10,384 shares
    Change vs previous 13F -945 shares

    0.36% of the 13F portfolio, value $673,004.

    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 11,329 shares
    Change vs previous 13F +57 shares

    0.41% of the 13F portfolio, value $717,151.

    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 11,272 shares
    Change vs previous 13F +2,276 shares

    0.41% of the 13F portfolio, value $669,418.

    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 8,996 shares
    Change vs previous 13F -1,826 shares

    0.34% of the 13F portfolio, value $511,428.

    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 10,822 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $653,083.

    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).