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Horizon Wealth Management, LLC: XLC position timeline

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

Horizon Wealth Management, LLC held 150,463 XLC 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 150,463 shares
    Change vs previous 13F +12,429 shares

    2.05% of the 13F portfolio, value $16,119,060.

    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 138,034 shares
    Change vs previous 13F +132,355 shares

    2.24% of the 13F portfolio, value $15,302,438.

    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 5,679 shares
    Change vs previous 13F -356,602 shares

    0.1% of the 13F portfolio, value $668,523.

    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 362,281 shares
    Change vs previous 13F +205,451 shares

    6.3% of the 13F portfolio, value $42,883,139.

    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 156,830 shares
    Change vs previous 13F -2,712 shares

    2.99% of the 13F portfolio, value $17,020,703.

    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 159,542 shares
    Change vs previous 13F +60,125 shares

    2.59% of the 13F portfolio, value $15,387,798.

    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 99,417 shares
    Change vs previous 13F +71,086 shares

    1.67% of the 13F portfolio, value $9,624,588.

    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 28,331 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,561,097.

    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).