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Disclosery

Horizon Investments, LLC: WFC position timeline

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

Horizon Investments, LLC held 120,750 WFC 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 120,750 shares
    Change vs previous 13F -13,196 shares

    0.11% of the 13F portfolio, value $9,922,028.

    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 133,946 shares
    Change vs previous 13F +1,349 shares

    0.12% of the 13F portfolio, value $10,603,165.

    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 132,597 shares
    Change vs previous 13F +4,224 shares

    0.16% of the 13F portfolio, value $12,358,040.

    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 128,373 shares
    Change vs previous 13F -3,951 shares

    0.14% of the 13F portfolio, value $10,703,741.

    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 132,324 shares
    Change vs previous 13F +52,585 shares

    0.17% of the 13F portfolio, value $10,539,607.

    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 79,739 shares
    Change vs previous 13F +419 shares

    0.17% of the 13F portfolio, value $5,693,365.

    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 79,320 shares
    Change vs previous 13F +1,267 shares

    0.16% of the 13F portfolio, value $5,543,675.

    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 78,053 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,384,237.

    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).