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Disclosery

Horizon Investments, LLC: PEP position timeline

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

Horizon Investments, LLC held 127,785 PEP 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 127,785 shares
    Change vs previous 13F +10,703 shares

    0.19% of the 13F portfolio, value $17,302,089.

    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 117,082 shares
    Change vs previous 13F +28,896 shares

    0.2% of the 13F portfolio, value $18,181,664.

    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 88,186 shares
    Change vs previous 13F -7,029 shares

    0.16% of the 13F portfolio, value $12,656,455.

    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 95,215 shares
    Change vs previous 13F +42,249 shares

    0.18% of the 13F portfolio, value $13,371,995.

    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 52,966 shares
    Change vs previous 13F +27,424 shares

    0.11% of the 13F portfolio, value $6,993,631.

    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 25,542 shares
    Change vs previous 13F +898 shares

    0.11% of the 13F portfolio, value $3,829,767.

    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 24,644 shares
    Change vs previous 13F +754 shares

    0.11% of the 13F portfolio, value $3,747,367.

    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 23,890 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,062,495.

    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).