Skip to content
Disclosery

Horizon Family Wealth, Inc.: SGOV position timeline

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

Horizon Family Wealth, Inc. held 31,626 SGOV 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 31,626 shares
    Change vs previous 13F +6,978 shares

    1.45% of the 13F portfolio, value $3,183,769.

    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 24,648 shares
    Change vs previous 13F +4,041 shares

    1.31% of the 13F portfolio, value $2,481,058.

    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 20,607 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,068,580.

    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).