HORIZON FINANCIAL SERVICES, LLC: XLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HORIZON FINANCIAL SERVICES, LLC on XLY, newest first. How the timeline and the estimate are built.
HORIZON FINANCIAL SERVICES, LLC held 22,279 XLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 22,279 sharesChange vs previous 13F +1,944 shares
1% of the 13F portfolio, value $2,612,887.
13F-HR 0001674020-26-000003 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,335 sharesChange vs previous 13F +1,490 shares
0.98% of the 13F portfolio, value $2,216,078.
13F-HR 0001674020-26-000002 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,845 sharesChange vs previous 13F +12,566 shares
1.02% of the 13F portfolio, value $2,250,224.
13F-HR 0001674020-26-000001 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,279 sharesChange vs previous 13F -2,534 shares
0.72% of the 13F portfolio, value $1,504,774.
13F-HR 0001674020-25-000008 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,813 sharesChange vs previous 13F -402 shares
1.02% of the 13F portfolio, value $1,915,397.
13F-HR 0001674020-25-000006 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 9,215 sharesChange vs previous 13F +669 shares
1.01% of the 13F portfolio, value $1,819,634.
13F-HR/A 0001674020-25-000004 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,546 sharesChange vs previous 13F +1,366 shares
1.08% of the 13F portfolio, value $1,917,331.
13F-HR 0001674020-25-000001 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,180 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $1,438,672.
13F-HR 0001674020-24-000007 filed by HORIZON FINANCIAL SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).