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Disclosery

Horizon Investments, LLC: WM position timeline

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

Horizon Investments, LLC held 26,964 WM 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 26,964 shares
    Change vs previous 13F -3,988 shares

    0.07% of the 13F portfolio, value $6,009,736.

    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 30,952 shares
    Change vs previous 13F -6,611 shares

    0.08% of the 13F portfolio, value $7,112,460.

    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 37,563 shares
    Change vs previous 13F +14,684 shares

    0.1% of the 13F portfolio, value $8,252,967.

    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 22,879 shares
    Change vs previous 13F +5,776 shares

    0.07% of the 13F portfolio, value $5,052,370.

    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 17,103 shares
    Change vs previous 13F +4,117 shares

    0.06% of the 13F portfolio, value $3,913,508.

    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 12,986 shares
    Change vs previous 13F +837 shares

    0.09% of the 13F portfolio, value $3,006,389.

    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 12,149 shares
    Change vs previous 13F +227 shares

    0.07% of the 13F portfolio, value $2,451,547.

    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 11,922 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,475,007.

    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).