Horizon Wealth Management, LLC: CL position timeline

Horizon Wealth Management, LLC held 3,043 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,043 shares

   Change vs previous 13F -419 shares

   0.04% of the 13F portfolio, value $278,950.

   13F-HR 0001951757-26-001099 filed by Horizon Wealth Management, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,462 shares

   Change vs previous 13F +18 shares

   0.04% of the 13F portfolio, value $295,095.

   13F-HR 0001951757-26-000728 filed by Horizon Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,444 shares

   Change vs previous 13F -876 shares

   0.04% of the 13F portfolio, value $272,134.

   13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,320 shares

   Change vs previous 13F -224 shares

   0.05% of the 13F portfolio, value $345,309.

   13F-HR 0001951757-25-001291 filed by Horizon Wealth Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,544 shares

   Change vs previous 13F -89 shares

   0.07% of the 13F portfolio, value $413,005.

   13F-HR 0001951757-25-001018 filed by Horizon Wealth Management, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,633 shares

   Change vs previous 13F +139 shares

   0.07% of the 13F portfolio, value $434,155.

   13F-HR 0001951757-25-000306 filed by Horizon Wealth Management, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,494 shares

   Change vs previous 13F +23 shares

   0.07% of the 13F portfolio, value $408,576.

   13F-HR 0001951757-25-000007 filed by Horizon Wealth Management, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,471 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $464,170.

   13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).