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Disclosery

Horizon Investments, LLC: SMH position timeline

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

Horizon Investments, LLC held 399 SMH 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 399 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $261,700.

    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 822 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $315,155.

    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 493 shares
    Change vs previous 13F +226 shares

    <0.01% of the 13F portfolio, value $177,544.

    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 267 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $87,138.

    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 229 shares
    Change vs previous 13F -5,629 shares

    <0.01% of the 13F portfolio, value $63,864.

    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 5,858 shares
    Change vs previous 13F -2,514 shares

    0.04% of the 13F portfolio, value $1,238,791.

    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 8,372 shares
    Change vs previous 13F +422 shares

    0.06% of the 13F portfolio, value $2,027,447.

    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 7,950 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,951,328.

    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).