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Disclosery

Horizon Investments, LLC: HBTA position timeline

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

Horizon Investments, LLC held 508 HBTA 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 508 shares
    Change vs previous 13F -28,526 shares

    <0.01% of the 13F portfolio, value $16,607.

    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 29,034 shares
    Change vs previous 13F +10,214 shares

    0.01% of the 13F portfolio, value $777,531.

    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 18,820 shares
    Change vs previous 13F -1,755 shares

    0.01% of the 13F portfolio, value $545,215.

    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 20,575 shares
    Change vs previous 13F -3,722 shares

    0.01% of the 13F portfolio, value $581,655.

    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 24,297 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $617,144.

    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 24,420 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $529,670.

    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).