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Disclosery

Horizon Investments, LLC: LOPE position timeline

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

Horizon Investments, LLC held 14,679 LOPE 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 14,679 shares
    Change vs previous 13F +3,956 shares

    0.02% of the 13F portfolio, value $2,100,712.

    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 10,723 shares
    Change vs previous 13F +888 shares

    0.02% of the 13F portfolio, value $1,823,232.

    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 9,835 shares
    Change vs previous 13F -4,458 shares

    0.02% of the 13F portfolio, value $1,635,659.

    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 14,293 shares
    Change vs previous 13F +1,516 shares

    0.04% of the 13F portfolio, value $3,137,599.

    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 12,777 shares
    Change vs previous 13F +12,769 shares

    0.04% of the 13F portfolio, value $2,414,853.

    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 8 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,384.

    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 8 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,310.

    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 8 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,135.

    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).