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Disclosery

Horizon Investments, LLC: EFV position timeline

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

Horizon Investments, LLC held 16,048 EFV 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 16,048 shares
    Change vs previous 13F -15,664 shares

    0.01% of the 13F portfolio, value $1,228,474.

    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 31,712 shares
    Change vs previous 13F +15,149 shares

    0.03% of the 13F portfolio, value $2,357,787.

    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 16,563 shares
    Change vs previous 13F +10,393 shares

    0.01% of the 13F portfolio, value $1,182,764.

    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 6,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $418,511.

    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).