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Disclosery

Horizon Investments, LLC: XLY position timeline

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

Horizon Investments, LLC held 89,459 XLY 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 89,459 shares
    Change vs previous 13F -36,819 shares

    0.11% of the 13F portfolio, value $10,491,752.

    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 126,278 shares
    Change vs previous 13F +60,983 shares

    0.15% of the 13F portfolio, value $13,761,776.

    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 65,295 shares
    Change vs previous 13F +28,780 shares

    0.1% of the 13F portfolio, value $7,796,876.

    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 36,515 shares
    Change vs previous 13F +400 shares

    0.11% of the 13F portfolio, value $8,750,455.

    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 36,115 shares
    Change vs previous 13F +10,381 shares

    0.12% of the 13F portfolio, value $7,848,873.

    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 25,734 shares
    Change vs previous 13F -6,894 shares

    0.15% of the 13F portfolio, value $5,081,436.

    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 32,628 shares
    Change vs previous 13F +6,868 shares

    0.21% of the 13F portfolio, value $7,320,092.

    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 25,760 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,161,531.

    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).