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Disclosery

Horizon Investments, LLC: IVZ position timeline

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

Horizon Investments, LLC held 16,027 IVZ 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 16,027 shares
    Change vs previous 13F +1,257 shares

    <0.01% of the 13F portfolio, value $422,953.

    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 14,770 shares
    Change vs previous 13F -66,584 shares

    <0.01% of the 13F portfolio, value $358,763.

    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 81,354 shares
    Change vs previous 13F -4,798 shares

    0.03% of the 13F portfolio, value $2,137,170.

    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 86,152 shares
    Change vs previous 13F +78,661 shares

    0.03% of the 13F portfolio, value $1,976,327.

    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 7,491 shares
    Change vs previous 13F +969 shares

    <0.01% of the 13F portfolio, value $118,133.

    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 6,522 shares
    Change vs previous 13F +302 shares

    <0.01% of the 13F portfolio, value $98,939.

    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 6,220 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $108,726.

    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 6,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,678.

    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).