Skip to content
Disclosery

Horizon Wealth Management, LLC: SPY position timeline

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

Horizon Wealth Management, LLC held 6,343 SPY 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 6,343 shares
    Change vs previous 13F +105 shares

    0.6% of the 13F portfolio, value $4,736,604.

    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 6,238 shares
    Change vs previous 13F +33 shares

    0.59% of the 13F portfolio, value $4,056,692.

    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 6,205 shares
    Change vs previous 13F -397 shares

    0.66% of the 13F portfolio, value $4,231,080.

    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 6,602 shares
    Change vs previous 13F +1 shares

    0.65% of the 13F portfolio, value $4,397,859.

    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 6,601 shares
    Change vs previous 13F +1,864 shares

    0.72% of the 13F portfolio, value $4,078,593.

    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 4,737 shares
    Change vs previous 13F -620 shares

    0.45% of the 13F portfolio, value $2,649,794.

    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 5,357 shares
    Change vs previous 13F -11,279 shares

    0.55% of the 13F portfolio, value $3,139,392.

    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 16,636 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $9,544,952.

    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).