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Horizon Wealth Management, LLC: VTI position timeline

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

Horizon Wealth Management, LLC held 85,605 VTI 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 85,605 shares
    Change vs previous 13F -111 shares

    4.04% of the 13F portfolio, value $31,677,235.

    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 85,716 shares
    Change vs previous 13F +4,509 shares

    4.03% of the 13F portfolio, value $27,498,668.

    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 81,207 shares
    Change vs previous 13F +1,687 shares

    4.23% of the 13F portfolio, value $27,226,170.

    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 79,520 shares
    Change vs previous 13F +1,306 shares

    3.83% of the 13F portfolio, value $26,095,996.

    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 78,214 shares
    Change vs previous 13F -1,718 shares

    4.17% of the 13F portfolio, value $23,771,536.

    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 79,932 shares
    Change vs previous 13F -530 shares

    3.7% of the 13F portfolio, value $21,968,371.

    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 80,462 shares
    Change vs previous 13F +2,344 shares

    4.06% of the 13F portfolio, value $23,318,764.

    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 78,118 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $22,119,783.

    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).