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Disclosery

Horizon Investments, LLC: DFAE position timeline

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

Horizon Investments, LLC held 1,371,311 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,371,311 shares
    Change vs previous 13F -1,406,611 shares

    0.6% of the 13F portfolio, value $55,140,415.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 2,777,922 shares
    Change vs previous 13F +1,437,005 shares

    1.05% of the 13F portfolio, value $94,060,439.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 1,340,917 shares
    Change vs previous 13F +587,678 shares

    0.55% of the 13F portfolio, value $43,673,667.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 753,239 shares
    Change vs previous 13F +54,919 shares

    0.31% of the 13F portfolio, value $23,749,626.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 698,320 shares
    Change vs previous 13F +22,273 shares

    0.32% of the 13F portfolio, value $20,216,364.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 676,047 shares
    Change vs previous 13F -13,966 shares

    0.52% of the 13F portfolio, value $17,502,857.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 690,013 shares
    Change vs previous 13F -23,211 shares

    0.5% of the 13F portfolio, value $17,505,629.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 713,224 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $19,549,470.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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