Skip to content
Disclosery

Horizon Family Wealth, Inc.: SPHQ position timeline

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

Horizon Family Wealth, Inc. held 21,043 SPHQ 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 21,043 shares
    Change vs previous 13F +45 shares

    0.87% of the 13F portfolio, value $1,895,961.

    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 20,998 shares
    Change vs previous 13F +7,863 shares

    0.83% of the 13F portfolio, value $1,578,808.

    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 13,135 shares
    Change vs previous 13F +1,928 shares

    0.52% of the 13F portfolio, value $985,809.

    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 11,207 shares
    Change vs previous 13F +34 shares

    0.47% of the 13F portfolio, value $821,334.

    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 11,173 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $796,180.

    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).