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Horizon Wealth Management, LLC: SPYG position timeline

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

Horizon Wealth Management, LLC held 233,299 SPYG 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 233,299 shares
    Change vs previous 13F -949 shares

    3.54% of the 13F portfolio, value $27,760,220.

    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 234,248 shares
    Change vs previous 13F +11,760 shares

    3.36% of the 13F portfolio, value $22,935,214.

    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 222,488 shares
    Change vs previous 13F -471 shares

    3.69% of the 13F portfolio, value $23,739,519.

    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 222,959 shares
    Change vs previous 13F +341 shares

    3.42% of the 13F portfolio, value $23,301,394.

    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 222,618 shares
    Change vs previous 13F -2,210 shares

    3.73% of the 13F portfolio, value $21,219,959.

    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 224,828 shares
    Change vs previous 13F -2,645 shares

    3.05% of the 13F portfolio, value $18,069,449.

    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 227,473 shares
    Change vs previous 13F +3,161 shares

    3.48% of the 13F portfolio, value $19,994,905.

    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 224,312 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $18,604,417.

    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).