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Disclosery

Horizon Investments, LLC: IUSG position timeline

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

Horizon Investments, LLC held 122,134 IUSG 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 122,134 shares
    Change vs previous 13F -114,918 shares

    0.25% of the 13F portfolio, value $22,972,184.

    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 237,052 shares
    Change vs previous 13F +127,820 shares

    0.41% of the 13F portfolio, value $36,769,136.

    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 109,232 shares
    Change vs previous 13F +1,387 shares

    0.23% of the 13F portfolio, value $18,344,422.

    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 107,845 shares
    Change vs previous 13F +11,544 shares

    0.23% of the 13F portfolio, value $17,744,816.

    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 96,301 shares
    Change vs previous 13F +790 shares

    0.23% of the 13F portfolio, value $14,483,670.

    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 95,511 shares
    Change vs previous 13F +238 shares

    0.36% of the 13F portfolio, value $12,137,538.

    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 95,273 shares
    Change vs previous 13F +14,748 shares

    0.38% of the 13F portfolio, value $13,276,293.

    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 80,525 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,622,053.

    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).