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Horizon Investments, LLC: IJR position timeline

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

Horizon Investments, LLC held 296,071 IJR 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 296,071 shares
    Change vs previous 13F -224,941 shares

    0.48% of the 13F portfolio, value $43,910,290.

    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 521,012 shares
    Change vs previous 13F +270,705 shares

    0.73% of the 13F portfolio, value $64,767,001.

    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 250,307 shares
    Change vs previous 13F -4,541 shares

    0.38% of the 13F portfolio, value $30,081,895.

    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 254,848 shares
    Change vs previous 13F +28,587 shares

    0.4% of the 13F portfolio, value $30,283,588.

    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 226,261 shares
    Change vs previous 13F -501,070 shares

    0.39% of the 13F portfolio, value $24,728,065.

    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 727,331 shares
    Change vs previous 13F -31,811 shares

    2.27% of the 13F portfolio, value $76,057,002.

    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 759,142 shares
    Change vs previous 13F +114,805 shares

    2.51% of the 13F portfolio, value $87,468,341.

    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 644,337 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $75,361,656.

    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).