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Disclosery

Horizons Wealth Management: BLV position timeline

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

Horizons Wealth Management held 37,020 BLV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,020 shares
    Change vs previous 13F +997 shares

    1.47% of the 13F portfolio, value $2,322,279.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 36,023 shares
    Change vs previous 13F +138 shares

    1.65% of the 13F portfolio, value $2,477,662.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 35,885 shares
    Change vs previous 13F +754 shares

    1.66% of the 13F portfolio, value $2,494,725.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 35,131 shares
    Change vs previous 13F +553 shares

    1.71% of the 13F portfolio, value $2,489,031.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 34,578 shares
    Change vs previous 13F +746 shares

    1.74% of the 13F portfolio, value $2,404,554.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 33,832 shares
    Change vs previous 13F -168 shares

    1.8% of the 13F portfolio, value $2,382,449.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 34,000 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,326,620.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).