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Disclosery

Horizon Investments, LLC: IVV position timeline

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

Horizon Investments, LLC held 12,336 IVV 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 12,336 shares
    Change vs previous 13F -12,730 shares

    0.1% of the 13F portfolio, value $9,238,307.

    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 25,066 shares
    Change vs previous 13F +12,227 shares

    0.18% of the 13F portfolio, value $16,373,362.

    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 12,839 shares
    Change vs previous 13F +3,812 shares

    0.11% of the 13F portfolio, value $8,793,945.

    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 9,027 shares
    Change vs previous 13F +1,374 shares

    0.08% of the 13F portfolio, value $6,041,771.

    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 7,653 shares
    Change vs previous 13F -7,702 shares

    0.08% of the 13F portfolio, value $4,751,748.

    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 15,355 shares
    Change vs previous 13F -1,270 shares

    0.26% of the 13F portfolio, value $8,627,974.

    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 16,625 shares
    Change vs previous 13F -874 shares

    0.28% of the 13F portfolio, value $9,786,805.

    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 17,499 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,093,773.

    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).