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Horizon Investment Services, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Investment Services, LLC on SPY, newest first. How the timeline and the estimate are built.

Horizon Investment Services, LLC held 5,837 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,837 shares
    Change vs previous 13F -183 shares

    1.21% of the 13F portfolio, value $4,359,134.

    13F-HR 0001426940-26-000011 filed by Horizon Investment 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 6,020 shares
    Change vs previous 13F +1 shares

    1.36% of the 13F portfolio, value $3,915,566.

    13F-HR 0001426940-26-000004 filed by Horizon Investment 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 6,019 shares
    Change vs previous 13F +2 shares

    1.48% of the 13F portfolio, value $4,104,524.

    13F-HR 0001426940-26-000002 filed by Horizon Investment 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 6,017 shares
    Change vs previous 13F +92 shares

    1.51% of the 13F portfolio, value $4,008,714.

    13F-HR 0001426940-25-000004 filed by Horizon Investment 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 5,925 shares
    Change vs previous 13F -8 shares

    1.6% of the 13F portfolio, value $3,660,881.

    13F-HR 0001085146-25-004575 filed by Horizon Investment 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 5,933 shares
    Change vs previous 13F +471 shares

    1.61% of the 13F portfolio, value $3,319,286.

    13F-HR 0001085146-25-002606 filed by Horizon Investment 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 5,462 shares
    Change vs previous 13F -119 shares

    1.36% of the 13F portfolio, value $3,201,333.

    13F-HR 0001085146-25-001047 filed by Horizon Investment 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 5,581 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,202,508.

    13F-HR 0001085146-24-005513 filed by Horizon Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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