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Horizon Family Wealth, Inc.: QDF position timeline

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

Horizon Family Wealth, Inc. held 9,658 QDF 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 9,658 shares
    Change vs previous 13F +38 shares

    0.4% of the 13F portfolio, value $868,462.

    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 9,620 shares
    Change vs previous 13F +24 shares

    0.4% of the 13F portfolio, value $760,820.

    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 9,596 shares
    Change vs previous 13F +55 shares

    0.41% of the 13F portfolio, value $775,438.

    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 9,541 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $757,564.

    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 9,502 shares
    Change vs previous 13F +46 shares

    0.42% of the 13F portfolio, value $695,365.

    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 9,456 shares
    Change vs previous 13F -629 shares

    0.43% of the 13F portfolio, value $646,433.

    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 10,085 shares
    Change vs previous 13F -2,494 shares

    0.47% of the 13F portfolio, value $711,523.

    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 12,579 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $902,063.

    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).