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Disclosery

Horizon Investments, LLC: XLU position timeline

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

Horizon Investments, LLC held 2,033 XLU 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 2,033 shares
    Change vs previous 13F -184,999 shares

    <0.01% of the 13F portfolio, value $92,176.

    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 187,032 shares
    Change vs previous 13F +117,195 shares

    0.1% of the 13F portfolio, value $8,582,898.

    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 69,837 shares
    Change vs previous 13F +45,885 shares

    0.04% of the 13F portfolio, value $2,981,342.

    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 23,952 shares
    Change vs previous 13F +8,285 shares

    0.03% of the 13F portfolio, value $2,088,854.

    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 15,667 shares
    Change vs previous 13F -14,091 shares

    0.02% of the 13F portfolio, value $1,279,367.

    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 29,758 shares
    Change vs previous 13F +10,142 shares

    0.07% of the 13F portfolio, value $2,346,418.

    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 19,616 shares
    Change vs previous 13F +2,444 shares

    0.04% of the 13F portfolio, value $1,484,735.

    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 17,172 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,387,154.

    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).