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Disclosery

Horizon Investments, LLC: SGOV position timeline

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

Horizon Investments, LLC held 65,591 SGOV 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 65,591 shares
    Change vs previous 13F -72,185 shares

    0.07% of the 13F portfolio, value $6,563,691.

    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 137,776 shares
    Change vs previous 13F +72,221 shares

    0.15% of the 13F portfolio, value $13,787,244.

    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 65,555 shares
    Change vs previous 13F +10,242 shares

    0.08% of the 13F portfolio, value $6,580,411.

    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 55,313 shares
    Change vs previous 13F +13,652 shares

    0.07% of the 13F portfolio, value $5,531,853.

    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 41,661 shares
    Change vs previous 13F -11,080 shares

    0.07% of the 13F portfolio, value $4,165,267.

    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 52,741 shares
    Change vs previous 13F -11,624 shares

    0.16% of the 13F portfolio, value $5,273,573.

    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 64,365 shares
    Change vs previous 13F -278 shares

    0.18% of the 13F portfolio, value $6,433,925.

    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 64,643 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,456,543.

    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).