Horizon Wealth Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Wealth Management, LLC on V, newest first. How the timeline and the estimate are built.
Horizon Wealth Management, LLC held 986 V shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 986 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $338,194.
13F-HR 0001951757-26-001099 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 981 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $296,487.
13F-HR 0001951757-26-000728 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 980 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $343,760.
13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 979 sharesChange vs previous 13F +57 shares
0.05% of the 13F portfolio, value $334,361.
13F-HR 0001951757-25-001291 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 922 sharesChange vs previous 13F -153 shares
0.06% of the 13F portfolio, value $327,204.
13F-HR 0001951757-25-001018 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,075 sharesChange vs previous 13F +156 shares
0.06% of the 13F portfolio, value $376,771.
13F-HR 0001951757-25-000306 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 919 sharesChange vs previous 13F +14 shares
0.05% of the 13F portfolio, value $290,292.
13F-HR 0001951757-25-000007 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 905 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $248,852.
13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).