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Disclosery

Horizons Wealth Management: IBIT position timeline

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

Horizons Wealth Management held 776 IBIT 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 776 shares
    Change vs previous 13F -777 shares

    0.02% of the 13F portfolio, value $36,736.

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

  2. period ended2026-03-31
    13F 1,553 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $59,666.

    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 1,553 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $77,106.

    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 1,553 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $100,945.

    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 1,553 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $95,059.

    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).