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Disclosery

Horizon Investments, LLC: JMBS position timeline

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

Horizon Investments, LLC held 377,860 JMBS 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 377,860 shares
    Change vs previous 13F -41,517 shares

    0.19% of the 13F portfolio, value $16,928,128.

    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 419,377 shares
    Change vs previous 13F -131,823 shares

    0.21% of the 13F portfolio, value $18,867,771.

    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 551,200 shares
    Change vs previous 13F +6,913 shares

    0.32% of the 13F portfolio, value $25,184,328.

    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 544,287 shares
    Change vs previous 13F +6,985 shares

    0.32% of the 13F portfolio, value $24,645,315.

    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 537,302 shares
    Change vs previous 13F -64,641 shares

    0.38% of the 13F portfolio, value $24,001,280.

    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 601,943 shares
    Change vs previous 13F +158,667 shares

    0.8% of the 13F portfolio, value $26,979,085.

    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 443,276 shares
    Change vs previous 13F +3,969 shares

    0.56% of the 13F portfolio, value $19,499,711.

    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 439,307 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $20,317,949.

    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).