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Horizon Family Wealth, Inc.: VOO position timeline

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

Horizon Family Wealth, Inc. held 3,741 VOO 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 3,741 shares
    Change vs previous 13F +835 shares

    1.17% of the 13F portfolio, value $2,569,404.

    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 2,906 shares
    Change vs previous 13F -109 shares

    0.92% of the 13F portfolio, value $1,736,421.

    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 3,015 shares
    Change vs previous 13F -18 shares

    1.01% of the 13F portfolio, value $1,890,532.

    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 3,033 shares
    Change vs previous 13F +9 shares

    1.07% of the 13F portfolio, value $1,857,631.

    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 3,024 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,717,822.

    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 3,024 shares
    Change vs previous 13F -158 shares

    1.04% of the 13F portfolio, value $1,554,154.

    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 3,182 shares
    Change vs previous 13F -724 shares

    1.14% of the 13F portfolio, value $1,714,762.

    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 3,906 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,060,832.

    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).