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Disclosery

Horizon Investments, LLC: USB position timeline

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

Horizon Investments, LLC held 145,790 USB 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 145,790 shares
    Change vs previous 13F -147,573 shares

    0.1% of the 13F portfolio, value $8,805,716.

    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 293,363 shares
    Change vs previous 13F +36,236 shares

    0.17% of the 13F portfolio, value $15,257,810.

    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 257,127 shares
    Change vs previous 13F +398 shares

    0.17% of the 13F portfolio, value $13,720,297.

    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 256,729 shares
    Change vs previous 13F +14,526 shares

    0.16% of the 13F portfolio, value $12,407,713.

    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 242,203 shares
    Change vs previous 13F +212,078 shares

    0.17% of the 13F portfolio, value $10,959,686.

    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 30,125 shares
    Change vs previous 13F +1,164 shares

    0.04% of the 13F portfolio, value $1,271,878.

    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 28,961 shares
    Change vs previous 13F +604 shares

    0.04% of the 13F portfolio, value $1,385,205.

    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 28,357 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,296,766.

    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).