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Disclosery

Horizon Family Wealth, Inc.: VO position timeline

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

Horizon Family Wealth, Inc. held 113,473 VO 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 113,473 shares
    Change vs previous 13F +84,801 shares

    4.17% of the 13F portfolio, value $9,142,515.

    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 28,672 shares
    Change vs previous 13F -1,204 shares

    4.35% of the 13F portfolio, value $8,233,882.

    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 29,876 shares
    Change vs previous 13F +165 shares

    4.62% of the 13F portfolio, value $8,670,515.

    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 29,711 shares
    Change vs previous 13F +238 shares

    5.02% of the 13F portfolio, value $8,727,408.

    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 29,473 shares
    Change vs previous 13F -400 shares

    5.03% of the 13F portfolio, value $8,247,388.

    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 29,873 shares
    Change vs previous 13F +3,785 shares

    5.15% of the 13F portfolio, value $7,725,822.

    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 26,088 shares
    Change vs previous 13F +1,738 shares

    4.58% of the 13F portfolio, value $6,890,745.

    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 24,350 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $6,424,280.

    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).