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Horizon Family Wealth, Inc.: SHM position timeline

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

Horizon Family Wealth, Inc. held 41,058 SHM 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 41,058 shares
    Change vs previous 13F -10,004 shares

    0.9% of the 13F portfolio, value $1,969,347.

    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 51,062 shares
    Change vs previous 13F +6,989 shares

    1.29% of the 13F portfolio, value $2,442,302.

    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 44,073 shares
    Change vs previous 13F -2,232 shares

    1.13% of the 13F portfolio, value $2,115,074.

    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 46,305 shares
    Change vs previous 13F +854 shares

    1.28% of the 13F portfolio, value $2,232,838.

    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 45,451 shares
    Change vs previous 13F -31,752 shares

    1.33% of the 13F portfolio, value $2,173,944.

    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 77,203 shares
    Change vs previous 13F +27,885 shares

    2.45% of the 13F portfolio, value $3,674,863.

    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 49,318 shares
    Change vs previous 13F +2,822 shares

    1.55% of the 13F portfolio, value $2,337,172.

    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 46,496 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,238,329.

    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).