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HORIZON FINANCIAL SERVICES, LLC: XLV position timeline

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

HORIZON FINANCIAL SERVICES, LLC held 20,971 XLV 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 20,971 shares
    Change vs previous 13F +1,526 shares

    1.28% of the 13F portfolio, value $3,327,253.

    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 19,445 shares
    Change vs previous 13F +753 shares

    1.26% of the 13F portfolio, value $2,850,903.

    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 18,692 shares
    Change vs previous 13F +1,693 shares

    1.32% of the 13F portfolio, value $2,893,527.

    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 16,999 shares
    Change vs previous 13F -2,224 shares

    1.13% of the 13F portfolio, value $2,365,690.

    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 19,223 shares
    Change vs previous 13F -213 shares

    1.37% of the 13F portfolio, value $2,591,010.

    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 19,436 shares
    Change vs previous 13F +228 shares

    1.58% of the 13F portfolio, value $2,837,832.

    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 19,208 shares
    Change vs previous 13F +8,702 shares

    1.49% of the 13F portfolio, value $2,642,393.

    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 10,506 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,618,158.

    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).