Horizon Wealth Management, LLC: COIN position timeline

Horizon Wealth Management, LLC held 20,534 COIN 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 20,534 shares

   Change vs previous 13F -10,000 shares

   0.38% of the 13F portfolio, value $3,001,866.

   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 30,534 shares

   Change vs previous 13F 0 shares

   0.78% of the 13F portfolio, value $5,331,541.

   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 30,534 shares

   Change vs previous 13F -9,470 shares

   1.07% of the 13F portfolio, value $6,904,959.

   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 40,004 shares

   Change vs previous 13F +19,864 shares

   1.98% of the 13F portfolio, value $13,500,950.

   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 20,140 shares

   Change vs previous 13F not available

   1.24% of the 13F portfolio, value $7,058,869.

   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).