Skip to content
Disclosery

Horizon Family Wealth, Inc.: VFH position timeline

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

Horizon Family Wealth, Inc. held 22,626 VFH 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 22,626 shares
    Change vs previous 13F +2,600 shares

    1.36% of the 13F portfolio, value $2,977,624.

    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 20,026 shares
    Change vs previous 13F -48 shares

    1.28% of the 13F portfolio, value $2,419,373.

    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 20,074 shares
    Change vs previous 13F +184 shares

    1.43% of the 13F portfolio, value $2,679,743.

    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 19,890 shares
    Change vs previous 13F +107 shares

    1.5% of the 13F portfolio, value $2,610,334.

    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 19,783 shares
    Change vs previous 13F +6,186 shares

    1.54% of the 13F portfolio, value $2,518,335.

    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 13,597 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,624,384.

    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).