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HORIZON FINANCIAL SERVICES, LLC: XLU position timeline

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

HORIZON FINANCIAL SERVICES, LLC held 17,768 XLU 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 17,768 shares
    Change vs previous 13F -14,120 shares

    0.31% of the 13F portfolio, value $805,607.

    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 31,888 shares
    Change vs previous 13F +9,921 shares

    0.65% of the 13F portfolio, value $1,463,362.

    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 21,967 shares
    Change vs previous 13F +11,938 shares

    0.43% of the 13F portfolio, value $937,779.

    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 10,029 shares
    Change vs previous 13F +598 shares

    0.42% of the 13F portfolio, value $874,655.

    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 9,431 shares
    Change vs previous 13F -221 shares

    0.41% of the 13F portfolio, value $770,160.

    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 9,652 shares
    Change vs previous 13F -19 shares

    0.42% of the 13F portfolio, value $761,052.

    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 9,671 shares
    Change vs previous 13F +1,590 shares

    0.41% of the 13F portfolio, value $731,967.

    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 8,081 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $652,792.

    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).