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Horizon Family Wealth, Inc.: SPYV position timeline

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

Horizon Family Wealth, Inc. held 93,820 SPYV 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 93,820 shares
    Change vs previous 13F +1,047 shares

    2.6% of the 13F portfolio, value $5,703,312.

    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 92,773 shares
    Change vs previous 13F -2,953 shares

    2.77% of the 13F portfolio, value $5,249,077.

    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 95,726 shares
    Change vs previous 13F -2,719 shares

    2.9% of the 13F portfolio, value $5,438,201.

    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 98,445 shares
    Change vs previous 13F +285 shares

    3.13% of the 13F portfolio, value $5,446,982.

    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 98,160 shares
    Change vs previous 13F +7,017 shares

    3.13% of the 13F portfolio, value $5,137,683.

    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 91,143 shares
    Change vs previous 13F -578 shares

    3.1% of the 13F portfolio, value $4,654,679.

    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 91,721 shares
    Change vs previous 13F -1,767 shares

    3.12% of the 13F portfolio, value $4,690,605.

    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 93,488 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,941,775.

    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).