Horizon Family Wealth, Inc.: RJMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Family Wealth, Inc. on RJMI, newest first. How the timeline and the estimate are built.
Horizon Family Wealth, Inc. held 34,566 RJMI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 34,566 sharesChange vs previous 13F +279 shares
0.41% of the 13F portfolio, value $889,892.
13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,287 sharesChange vs previous 13F +2,537 shares
0.46% of the 13F portfolio, value $867,740.
13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,750 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $812,006.
13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).