Horizon Wealth Management, LLC: OAKM position timeline

Horizon Wealth Management, LLC held 19,675 OAKM 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 19,675 shares

   Change vs previous 13F -1,340,295 shares

   0.07% of the 13F portfolio, value $554,243.

   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 1,359,970 shares

   Change vs previous 13F +1,342,280 shares

   5.5% of the 13F portfolio, value $37,487,569.

   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 17,690 shares

   Change vs previous 13F -64,439 shares

   0.08% of the 13F portfolio, value $501,687.

   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 82,129 shares

   Change vs previous 13F -1,384,534 shares

   0.32% of the 13F portfolio, value $2,199,412.

   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 1,466,663 shares

   Change vs previous 13F not available

   6.61% of the 13F portfolio, value $37,663,906.

   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).