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Disclosery

Horizons Wealth Management: BSJR position timeline

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

Horizons Wealth Management held 130,191 BSJR 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 130,191 shares
    Change vs previous 13F +7,015 shares

    1.82% of the 13F portfolio, value $2,877,865.

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

  2. period ended2026-03-31
    13F 123,176 shares
    Change vs previous 13F +1,099 shares

    1.83% of the 13F portfolio, value $2,754,832.

    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 122,077 shares
    Change vs previous 13F +37,849 shares

    1.84% of the 13F portfolio, value $2,760,723.

    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 84,228 shares
    Change vs previous 13F +70,889 shares

    1.31% of the 13F portfolio, value $1,915,345.

    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 13,339 shares
    Change vs previous 13F +5,515 shares

    0.22% of the 13F portfolio, value $302,862.

    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 7,824 shares
    Change vs previous 13F +736 shares

    0.13% of the 13F portfolio, value $175,295.

    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 7,088 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $158,771.

    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).