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Disclosery

Horizon Investments, LLC: USMV position timeline

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

Horizon Investments, LLC held 943,459 USMV 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 943,459 shares
    Change vs previous 13F -360,040 shares

    1% of the 13F portfolio, value $91,006,055.

    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 1,303,499 shares
    Change vs previous 13F +111,805 shares

    1.35% of the 13F portfolio, value $120,886,498.

    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 1,191,694 shares
    Change vs previous 13F -16,002 shares

    1.42% of the 13F portfolio, value $112,209,907.

    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 1,207,696 shares
    Change vs previous 13F +61,333 shares

    1.51% of the 13F portfolio, value $114,900,197.

    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 1,146,363 shares
    Change vs previous 13F +350,288 shares

    1.7% of the 13F portfolio, value $107,609,094.

    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 796,075 shares
    Change vs previous 13F +111,067 shares

    2.22% of the 13F portfolio, value $74,560,385.

    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 685,008 shares
    Change vs previous 13F -1,195,199 shares

    1.75% of the 13F portfolio, value $60,821,860.

    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 1,880,207 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $171,681,701.

    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).