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Disclosery

Horizon Investments, LLC: KBWB position timeline

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

Horizon Investments, LLC held 336,166 KBWB 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 336,166 shares
    Change vs previous 13F -68,963 shares

    0.34% of the 13F portfolio, value $31,256,715.

    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 405,129 shares
    Change vs previous 13F +7,913 shares

    0.36% of the 13F portfolio, value $32,053,806.

    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 397,216 shares
    Change vs previous 13F -37,318 shares

    0.42% of the 13F portfolio, value $33,481,337.

    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 434,534 shares
    Change vs previous 13F -22,917 shares

    0.45% of the 13F portfolio, value $33,984,904.

    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 457,451 shares
    Change vs previous 13F +75,763 shares

    0.52% of the 13F portfolio, value $32,762,641.

    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 381,688 shares
    Change vs previous 13F -10,029 shares

    0.71% of the 13F portfolio, value $23,958,556.

    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 391,717 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $25,598,706.

    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).