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Horizon Wealth Management, LLC: IVV position timeline

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

Horizon Wealth Management, LLC held 2,101 IVV 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 2,101 shares
    Change vs previous 13F +363 shares

    0.2% of the 13F portfolio, value $1,573,194.

    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 1,738 shares
    Change vs previous 13F +16 shares

    0.17% of the 13F portfolio, value $1,135,522.

    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 1,722 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $1,179,732.

    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 1,725 shares
    Change vs previous 13F -69,207 shares

    0.17% of the 13F portfolio, value $1,154,608.

    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 70,932 shares
    Change vs previous 13F +69,229 shares

    7.73% of the 13F portfolio, value $44,041,727.

    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 1,703 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $956,855.

    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 1,702 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,001,794.

    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).