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Disclosery

Horizon Investments, LLC: TOTL position timeline

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

Horizon Investments, LLC held 675,591 TOTL 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 675,591 shares
    Change vs previous 13F -1,981 shares

    0.29% of the 13F portfolio, value $26,435,876.

    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 677,572 shares
    Change vs previous 13F -170,172 shares

    0.3% of the 13F portfolio, value $26,696,337.

    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 847,744 shares
    Change vs previous 13F +12,799 shares

    0.43% of the 13F portfolio, value $34,121,696.

    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 834,945 shares
    Change vs previous 13F +13,185 shares

    0.44% of the 13F portfolio, value $33,598,187.

    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 821,760 shares
    Change vs previous 13F +87,923 shares

    0.52% of the 13F portfolio, value $32,689,613.

    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 733,837 shares
    Change vs previous 13F +61,771 shares

    0.87% of the 13F portfolio, value $29,316,788.

    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 672,066 shares
    Change vs previous 13F +4,638 shares

    0.76% of the 13F portfolio, value $26,358,429.

    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 667,428 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $27,404,594.

    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).