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Horizon Wealth Management, LLC: DIA position timeline

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

Horizon Wealth Management, LLC held 1,244 DIA 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 1,244 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $649,853.

    13F-HR 0001951757-26-001099 filed by Horizon Wealth Management, 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 1,244 shares
    Change vs previous 13F +225 shares

    0.08% of the 13F portfolio, value $576,208.

    13F-HR 0001951757-26-000728 filed by Horizon Wealth Management, 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 1,019 shares
    Change vs previous 13F -643 shares

    0.08% of the 13F portfolio, value $489,701.

    13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, 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 1,662 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $770,736.

    13F-HR 0001951757-25-001291 filed by Horizon Wealth Management, 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 1,662 shares
    Change vs previous 13F -148 shares

    0.13% of the 13F portfolio, value $732,360.

    13F-HR 0001951757-25-001018 filed by Horizon Wealth Management, 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 1,810 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $759,983.

    13F-HR 0001951757-25-000306 filed by Horizon Wealth Management, 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 1,810 shares
    Change vs previous 13F -8,069 shares

    0.13% of the 13F portfolio, value $770,155.

    13F-HR 0001951757-25-000007 filed by Horizon Wealth Management, 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 9,879 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,180,052.

    13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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