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Disclosery

Horizons Wealth Management: BSMR position timeline

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

Horizons Wealth Management held 20,644 BSMR 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 20,644 shares
    Change vs previous 13F +3,026 shares

    0.3% of the 13F portfolio, value $480,237.

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

  2. period ended2026-03-31
    13F 17,618 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $416,736.

    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 17,618 shares
    Change vs previous 13F +1,272 shares

    0.28% of the 13F portfolio, value $416,934.

    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 16,346 shares
    Change vs previous 13F +423 shares

    0.27% of the 13F portfolio, value $386,746.

    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 15,923 shares
    Change vs previous 13F +160 shares

    0.27% of the 13F portfolio, value $373,713.

    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 15,763 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $371,219.

    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 15,763 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $372,007.

    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).