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HORIZON FINANCIAL SERVICES, LLC: XLRE position timeline

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

HORIZON FINANCIAL SERVICES, LLC held 77,221 XLRE 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 77,221 shares
    Change vs previous 13F +3,287 shares

    1.3% of the 13F portfolio, value $3,400,037.

    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 73,934 shares
    Change vs previous 13F -1,813 shares

    1.33% of the 13F portfolio, value $3,018,727.

    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 75,747 shares
    Change vs previous 13F +4,302 shares

    1.39% of the 13F portfolio, value $3,056,393.

    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 71,445 shares
    Change vs previous 13F +3,286 shares

    1.44% of the 13F portfolio, value $3,009,979.

    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 68,159 shares
    Change vs previous 13F -319 shares

    1.5% of the 13F portfolio, value $2,823,141.

    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 68,478 shares
    Change vs previous 13F +12,222 shares

    1.6% of the 13F portfolio, value $2,865,785.

    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 56,256 shares
    Change vs previous 13F +725 shares

    1.29% of the 13F portfolio, value $2,287,931.

    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 55,531 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,480,571.

    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).