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Disclosery

Horizon Investments, LLC: SPDW position timeline

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

Horizon Investments, LLC held 4,584,583 SPDW 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 4,584,583 shares
    Change vs previous 13F -189,922 shares

    2.53% of the 13F portfolio, value $231,017,137.

    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 4,774,505 shares
    Change vs previous 13F -31,151 shares

    2.44% of the 13F portfolio, value $217,956,153.

    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 4,805,656 shares
    Change vs previous 13F -112,289 shares

    2.7% of the 13F portfolio, value $213,419,183.

    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 4,917,945 shares
    Change vs previous 13F -106,651 shares

    2.77% of the 13F portfolio, value $210,438,867.

    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 5,024,596 shares
    Change vs previous 13F -1,226,211 shares

    3.22% of the 13F portfolio, value $203,445,892.

    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 6,250,807 shares
    Change vs previous 13F -632,653 shares

    6.78% of the 13F portfolio, value $227,591,883.

    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 6,883,460 shares
    Change vs previous 13F -110,466 shares

    6.74% of the 13F portfolio, value $234,932,490.

    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 6,993,926 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $262,691,861.

    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).