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Disclosery

Horizon Investments, LLC: SJM position timeline

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

Horizon Investments, LLC held 1,777 SJM 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 1,777 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $199,912.

    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 1,763 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $170,024.

    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 1,713 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $167,549.

    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 1,674 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $181,796.

    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 1,664 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $163,405.

    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 1,545 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $182,943.

    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 1,461 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $160,885.

    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 1,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $174,868.

    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).