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Horizon Family Wealth, Inc.: XLU position timeline

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

Horizon Family Wealth, Inc. held 32,676 XLU 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 32,676 shares
    Change vs previous 13F +1,179 shares

    0.68% of the 13F portfolio, value $1,481,519.

    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 31,497 shares
    Change vs previous 13F +737 shares

    0.76% of the 13F portfolio, value $1,445,408.

    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 30,760 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,313,123.

    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).