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Disclosery

Horizon Investments, LLC: XLV position timeline

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

Horizon Investments, LLC held 47,495 XLV 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 47,495 shares
    Change vs previous 13F -67,827 shares

    0.08% of the 13F portfolio, value $7,535,557.

    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 115,322 shares
    Change vs previous 13F +59,350 shares

    0.19% of the 13F portfolio, value $16,907,358.

    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 55,972 shares
    Change vs previous 13F +3,026 shares

    0.11% of the 13F portfolio, value $8,664,466.

    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 52,946 shares
    Change vs previous 13F +16,728 shares

    0.1% of the 13F portfolio, value $7,368,495.

    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 36,218 shares
    Change vs previous 13F -6,300 shares

    0.08% of the 13F portfolio, value $4,881,824.

    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 42,518 shares
    Change vs previous 13F +6,286 shares

    0.19% of the 13F portfolio, value $6,208,053.

    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 36,232 shares
    Change vs previous 13F -4,964 shares

    0.14% of the 13F portfolio, value $4,984,436.

    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 41,196 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,345,008.

    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).