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Disclosery

Horizon Investments, LLC: IBM position timeline

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

Horizon Investments, LLC held 36,533 IBM 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 36,533 shares
    Change vs previous 13F -8,508 shares

    0.11% of the 13F portfolio, value $10,200,379.

    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 45,041 shares
    Change vs previous 13F +9,054 shares

    0.12% of the 13F portfolio, value $10,837,765.

    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 35,987 shares
    Change vs previous 13F +737 shares

    0.14% of the 13F portfolio, value $10,659,709.

    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 35,250 shares
    Change vs previous 13F +8,842 shares

    0.13% of the 13F portfolio, value $9,891,502.

    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 26,408 shares
    Change vs previous 13F -1,907 shares

    0.12% of the 13F portfolio, value $7,732,262.

    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 28,315 shares
    Change vs previous 13F +467 shares

    0.21% of the 13F portfolio, value $6,994,371.

    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 27,848 shares
    Change vs previous 13F +583 shares

    0.17% of the 13F portfolio, value $6,081,446.

    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 27,265 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,980,578.

    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).