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Disclosery

Horizon Investments, LLC: WBS position timeline

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

Horizon Investments, LLC held 43 WBS 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 43 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $3,269.

    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 86 shares
    Change vs previous 13F -75,640 shares

    <0.01% of the 13F portfolio, value $5,937.

    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 75,726 shares
    Change vs previous 13F +15,294 shares

    0.06% of the 13F portfolio, value $4,766,194.

    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 60,432 shares
    Change vs previous 13F +19,047 shares

    0.05% of the 13F portfolio, value $3,567,301.

    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 41,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,243,481.

    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).