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Disclosery

Horizon Investments, LLC: DOCU position timeline

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

Horizon Investments, LLC held 25,825 DOCU 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 25,825 shares
    Change vs previous 13F +20,213 shares

    0.01% of the 13F portfolio, value $1,147,146.

    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 5,612 shares
    Change vs previous 13F +1,273 shares

    <0.01% of the 13F portfolio, value $266,065.

    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 4,339 shares
    Change vs previous 13F -5,126 shares

    <0.01% of the 13F portfolio, value $296,788.

    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 9,465 shares
    Change vs previous 13F +8,022 shares

    0.01% of the 13F portfolio, value $682,332.

    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 1,443 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $112,395.

    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 1,370 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $111,518.

    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 1,391 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $125,107.

    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 1,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,580.

    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).