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Disclosery

Horizon Investments, LLC: EXC position timeline

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

Horizon Investments, LLC held 78,899 EXC 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 78,899 shares
    Change vs previous 13F +457 shares

    0.04% of the 13F portfolio, value $3,678,271.

    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 78,442 shares
    Change vs previous 13F -6,352 shares

    0.04% of the 13F portfolio, value $3,845,227.

    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 84,794 shares
    Change vs previous 13F -23,953 shares

    0.05% of the 13F portfolio, value $3,696,170.

    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 108,747 shares
    Change vs previous 13F +15,079 shares

    0.06% of the 13F portfolio, value $4,852,291.

    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 93,668 shares
    Change vs previous 13F +73,970 shares

    0.06% of the 13F portfolio, value $4,031,471.

    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 19,698 shares
    Change vs previous 13F +887 shares

    0.03% of the 13F portfolio, value $899,608.

    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 18,811 shares
    Change vs previous 13F +335 shares

    0.02% of the 13F portfolio, value $708,046.

    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 18,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $741,811.

    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).