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Horizon Family Wealth, Inc.: VB position timeline

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

Horizon Family Wealth, Inc. held 12,510 VB 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 12,510 shares
    Change vs previous 13F -222 shares

    1.73% of the 13F portfolio, value $3,791,985.

    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 12,732 shares
    Change vs previous 13F +55 shares

    1.76% of the 13F portfolio, value $3,334,815.

    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 12,677 shares
    Change vs previous 13F -7,616 shares

    1.74% of the 13F portfolio, value $3,269,971.

    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 20,293 shares
    Change vs previous 13F +86 shares

    2.97% of the 13F portfolio, value $5,159,980.

    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 20,207 shares
    Change vs previous 13F -7 shares

    2.92% of the 13F portfolio, value $4,788,742.

    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 20,214 shares
    Change vs previous 13F +3,752 shares

    2.99% of the 13F portfolio, value $4,482,536.

    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 16,462 shares
    Change vs previous 13F +7,323 shares

    2.63% of the 13F portfolio, value $3,955,384.

    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 9,139 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,167,840.

    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).