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Horizon Family Wealth, Inc.: PWV position timeline

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

Horizon Family Wealth, Inc. held 52,645 PWV 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 52,645 shares
    Change vs previous 13F +281 shares

    1.82% of the 13F portfolio, value $3,988,910.

    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 52,364 shares
    Change vs previous 13F +255 shares

    1.93% of the 13F portfolio, value $3,650,295.

    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 52,109 shares
    Change vs previous 13F +213 shares

    1.85% of the 13F portfolio, value $3,466,264.

    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 51,896 shares
    Change vs previous 13F +232 shares

    1.94% of the 13F portfolio, value $3,384,146.

    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 51,664 shares
    Change vs previous 13F +365 shares

    1.96% of the 13F portfolio, value $3,210,370.

    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 51,299 shares
    Change vs previous 13F +349 shares

    2.04% of the 13F portfolio, value $3,052,833.

    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 50,950 shares
    Change vs previous 13F +260 shares

    1.93% of the 13F portfolio, value $2,897,810.

    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 50,690 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,956,274.

    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).