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HORIZON FINANCIAL SERVICES, LLC: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HORIZON FINANCIAL SERVICES, LLC on XLB, newest first. How the timeline and the estimate are built.

HORIZON FINANCIAL SERVICES, LLC held 24,421 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,421 shares
    Change vs previous 13F +1,355 shares

    0.48% of the 13F portfolio, value $1,241,305.

    13F-HR 0001674020-26-000003 filed by HORIZON FINANCIAL SERVICES, LLC
    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 23,066 shares
    Change vs previous 13F +1,397 shares

    0.51% of the 13F portfolio, value $1,152,620.

    13F-HR 0001674020-26-000002 filed by HORIZON FINANCIAL SERVICES, LLC
    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 21,669 shares
    Change vs previous 13F +12,204 shares

    0.45% of the 13F portfolio, value $982,675.

    13F-HR 0001674020-26-000001 filed by HORIZON FINANCIAL SERVICES, LLC
    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 9,465 shares
    Change vs previous 13F -4,498 shares

    0.4% of the 13F portfolio, value $848,256.

    13F-HR 0001674020-25-000008 filed by HORIZON FINANCIAL SERVICES, LLC
    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 13,963 shares
    Change vs previous 13F +3,517 shares

    0.65% of the 13F portfolio, value $1,226,094.

    13F-HR 0001674020-25-000006 filed by HORIZON FINANCIAL SERVICES, LLC
    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/A 10,446 shares
    Change vs previous 13F +371 shares

    0.5% of the 13F portfolio, value $898,111.

    13F-HR/A 0001674020-25-000004 filed by HORIZON FINANCIAL SERVICES, LLC
    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 10,075 shares
    Change vs previous 13F +6,286 shares

    0.48% of the 13F portfolio, value $847,741.

    13F-HR 0001674020-25-000001 filed by HORIZON FINANCIAL SERVICES, LLC
    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 3,789 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $365,189.

    13F-HR 0001674020-24-000007 filed by HORIZON FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).